Frequently Asked Questions
Find answers to commonly asked questions about our services.
What can I expect in our first meeting?
In our complimentary consultation, we’ll discuss your financial goals, current situation, and how we can help. You’ll get an overview of our services, fee structure, and answers to any questions. This meeting is about determining if we’re a good fit, with no obligation to proceed. Feel free to bring any documents or questions to make the most of our time together.
Do you offer a free initial consultation?
Yes, we offer a complimentary consultation to get to know each other and see if we’re a good fit. We’ll discuss your financial goals, current situation, and how we can help. It’s also a chance for you to ask any questions about our firm and approach to financial planning.
Visit our pricing page, select an option that best suits your needs at this time. Followed by completing the initial form and selecting a time on my calendar to meet.
If we decide to move forward with a Financial Planning engagement, flat fee payment is made at that time.
How do you charge and what are your fees?
I operate as a fee-only financial planner with transparent pricing. The fees are for comprehensive planning, and/or ongoing financial planning.
I also collaborate with you on a flat or hourly rate based on the complexity of your needs. During the initial consultation, we’ll provide a clear breakdown of all fees so you know the costs before committing.
How often will we meet?
Meeting frequency is tailored to your needs. Typically, we meet 2-3 times during the initial planning phase to develop your plan. Afterward, we hold quarterly check-ins and conduct an annual comprehensive review. We’re also available for additional meetings whenever life changes or financial questions arise.
Do I need to have a certain amount of money to work with you?
I do not have asset minimums, my services are based on what you would like to accomplish, and how I can collaborate with you to achieve your financial goals. With that being said my services are most beneficial for clients that can comfortably pay for the financial planning engagement and/or ongoing financial planning. I understand that everyone’s financial situation is unique. If you’re below this threshold but are committed to growing your wealth and believe our services could be valuable to you. I encourage you to reach out for an initial consultation. I can discuss your specific needs and determine if we’re a good fit for each other.
How do I keep track of everything from the Financial Planning engagement?
I provide several tools to keep you informed, including regular financial planning recommendations and actions achieved, portfolio reviews, and access to a secure client portal for viewing accounts and documents. You’ll also receive quarterly insights and adaptive updates, annual comprehensive reviews, reviews of statements from your account custodian, and reviews of tax returns. I’m always available to answer any questions about your accounts or financial situation.
How do you make referrals to other professionals?
I refer to professionals, like accountants and/or attorneys, based on their expertise and how well they meet your specific needs. I don’t receive compensation for referrals, ensuring unbiased recommendations. I’m happy to coordinate with them on your behalf, but you’re free to choose your own professionals. My goal is to build a team that supports your financial life seamlessly.
Achieve Your Goals with Expert Guidance
Questions for you?
“Do you think your financial goals can benefit from collaborating with me as your Certified Financial Planner?”
“Are you interested in establishing a financial plan, and collaborating with me as your Certified Financial Planner?”
“If you have ever intended to start, when do you think is the best time to collaborate with me as your Certified Financial Planner?
