Virtual Fee-Only Financial Advisor

Fee-Only Financial Planning

How Virtual Planning Works

You schedule meetings online and meet David A. Hodges, CFP®, by secure video. Screens are shared so you see your plan as it is built. Meeting notes and next steps follow every session.

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Meetings, Portal and Document Sharing

Statements, tax returns and policies are uploaded through a secure portal rather than email. Your accounts and plan are available to view between meetings.

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Custody and Security

Assets are held at Charles Schwab in your name. Integra Wealth can manage investments and deduct agreed fees but cannot move money to itself.

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The Same Four-Step Process

Complimentary discovery call Vision and data gathering Comprehensive plan presentation Ongoing planning and implementation.

Who Virtual Planning Suits

Busy professionals, families who have moved away from Chattanooga, and anyone who wants a fee-only CFP® professional rather than whoever happens to be nearby.

Getting Started

Book a discovery call online or call (423) 664-0344.

All BLOG POSTS

November 10, 2026

Virtual Fee-Only Financial Planning

Who We Help

How Virtual Planning Works

Meetings, Portal and Document Sharing

Custody and Security

Complimentary discovery call Vision and data gathering Comprehensive plan presentation Ongoing planning and implementation.

Who Virtual Planning Suits

Getting Started

No State Income Tax in Tennessee: What It Means

CFP® vs. Other Financial Designations Explained

What Does a Comprehensive Financial Plan Include?

Wealth Management vs. Financial Planning

Sequence of Returns Risk: Protecting Early Retirement

When to Claim Social Security: 62, 67 or 70?

What to Do With an Old 401(k): Your 4 Options

Beneficiary Designations: The Estate Step Most Miss

Asset Location: Tax-Efficient Investing Explained

Solo 401(k) vs. SEP IRA vs. SIMPLE IRA

Buy-Sell Agreements: What Business Owners Should Know

3(21) vs. 3(38) Fiduciary: A 401(k) Sponsor Guide

ISOs vs. NSOs vs. RSUs: How Each Is Taxed

TVA Employees: 6 Decisions to Review Before Retiring

7 Money Blind Spots for High-Earning Professionals

TNStars and 529 Plans: A Tennessee Parent's Guide

How Much Life Insurance Do You Need?

How Virtual Financial Planning Works

¿Qué Es un Asesor Financiero Fiduciario?

When Does a Roth Conversion Make Sense?

Smart Charitable Giving: DAFs, QCDs and Stock Gifts

Financial Planning for Young Families: First Steps

Should You Pay Off Your Mortgage Before Retiring?

Financial Planning Checklist for Your 50s

Live in Georgia, Work in Tennessee: How Taxes Work

Georgia's Retirement Income Exclusion, Explained

12 Questions to Ask a Financial Advisor Before Hiring

5 Year-End Tax Planning Considerations

5 Things to Consider Before Retirement

Why Is The Government Shutting Down & What Does it Mean for the Stock Market?

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Calculating Retirement Savings: How to Add Up Your Financial Future Success

Three Reasons Why Life Insurance is More Than Just a Death Benefit

True wealth made simple – get in touch with us!