Question 1

How will working with a financial advisor benefit me?

Accepted Answer

An advisor can provide an objective view of your financial situation and hold you accountable so you are on track to meet your goals. Studies have shown that the earlier you start planning the better. The good news is that it's never too late!

Question 2

Who do you typically work with?

Accepted Answer

We work with a diverse group of more than 200 families that have various backgrounds, circumstances, and financial goals. Our team does some of our best work with: Professionals over age 50 who would like to know if they can retire while being able to maintain their current lifestyle. We help illustrate specific action steps to take now to better prepare them for their target retirement age. Young professionals who believe in the power of financial planning to help meet their immediate financial obligations while starting to plan for long-term life goals.   Diligent savers who have accumulated investment and retirement assets of $250,000 or more. People who recognize the value of expert guidance in pursuing a comfortable retirement and a lasting legacy.

Question 3

Can I speak with one of your current clients?

Accepted Answer

Yes! In fact, we encourage it. Please let us know if you have an interest and we can put you in touch with current clients with similar financial goals.

Question 4

Would I have to move my investments to work with you?

Accepted Answer

No. It's completely up to you on what and how much you want to invest with us.

Question 5

How are fees calculated?

Accepted Answer

Our continuing success depends entirely upon the quality of our advice and service. We receive no commission-based income or referral fees when working in an advisory capacity.   Wealth Management is more than simply investment management and as such, we charge differently depending on the services offered.   The fee could be a percentage of assets under management (typically 1%) and/or an annual retainer for on-going financial planning services.

Question 6

How often can I expect to meet with my advisor?

Accepted Answer

Through your dashboard, you have 24/7 tracking of your personal finances and the status of your financial goals. Most importantly, we are available via call or email Monday through Friday. You can also schedule a phone call or in-office review whenever is convenient for you.

Question 7

Do you host screenshare or phone meetings as well?

Accepted Answer

While we would love to welcome you into our office, we understand that scheduling and distance can make it difficult. We offer both phone call and screenshare meetings that allow us to connect wherever you may be.

Question 8

Do you work with our accountant/attorney?

Accepted Answer

Yes! In fact, we strongly advise we work together as a team on your behalf. Allowing us to speak with your other advisors ensures you recieve comprehensive holistic advice with all aspects of your planning.   If you don't have a relationship with an accountant or attorney we are happy to introduce you to a trusted professional.

Question 9

How do I get started?

Accepted Answer

We’ll begin with a brief phone conversation to understand your current situation and objectives, and then work to schedule either an in-person or virtual no-obligation meeting to continue the conversation.