Episode 130: What Should Federal Employees Expect When Hiring a Financial Planner?

A better financial planning experience shouldn't mean more meetings, more paperwork or months of waiting to get started. In 2026, Mason & Associates has changed its new client process to make it faster, more flexible and more focused on what prospective clients actually need. In this episode, John, Tommy and Ben explain how the updated process works, why the firm has removed its upfront $3,000 financial planning fee and how it aims to move new clients from an initial conversation to an ongoing relationship in around 60 days.

Access the full show notes at Mason & Associates, LLC

Resources Mentioned:

• FEFP: How Do I Choose a Financial Planner? (EP128)
• FEFP: An Inside Look at Strategic Planning Season (EP94)
• Mason & Associates: LinkedIn 
• John Mason: LinkedIn
• Tommy Blackburn: LinkedIn 
• Ben Raikes: LinkedIn