Frequently Asked Questions

If your advisor, CPA, and attorney aren’t talking to each other, important decisions can slip through the cracks. High Rock helps connect the pieces so your tax moves, investment choices, and estate updates support the same plan. Andrew Van Alstyne, CFP®, is also an Enrolled Agent, so tax strategy can be built directly into your plan instead of handled separately.

A CFP® professional helps you build the full financial picture, from investments and retirement to insurance and goals. An Enrolled Agent brings deep tax knowledge and can represent you before the IRS. When both skill sets are combined, your financial plan and tax strategy can work together instead of pulling in different directions.

You pay High Rock directly for advice and planning. Depending on what you need, fees may be based on assets under management, a flat planning fee, or a mix of both. What you won’t see are commissions or proprietary products, so the advice stays transparent and aligned with your goals.

High Rock is a strong fit for business owners and successful professionals who want one place to connect investments, taxes, insurance, retirement, and legacy planning. If you want advice that ties the whole picture together, you’re likely in the right place.

It’s a no-pressure conversation about your goals, your current situation, and what’s on your mind. You’ll get a straightforward sense of whether High Rock is a fit for you. If it isn’t, you’ll know that too.

That depends on your needs, but most clients meet quarterly to stay on track and adjust when life changes. We’ll check in, review progress, and make decisions together as new opportunities or issues come up. You won’t be left wondering what’s happening with your plan.

Financial planning here isn’t a one-time binder that sits on a shelf. We build a living plan, monitor it regularly, and update it as your income, goals, taxes, family, or business change. In short: you get guidance that keeps up with real life, not a static snapshot.

Absolutely. If you already work with a CPA, attorney, or other advisors, we’ll coordinate with them so your planning stays aligned. That means fewer gaps, less back-and-forth, and a clearer path forward for your taxes, investments, and legal documents.

We do. We coordinate with your estate attorney to help align your financial plan with your legal documents. That can include beneficiary reviews, account titling strategy, and trust funding so your plan and your estate documents work together.

Yes, you don’t need to live in North Carolina to work with us. We serve clients virtually across the United States, so you can get thoughtful planning without adding more travel or scheduling friction to your week. Simple, flexible, and built around your life.