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Your financial well-being is our highest priority.
frequently asked questions
We know that everyone must start their path to financial freedom somewhere. We would like to see that path begin with good advice and direction, which is why we do what we do. So, no matter where you are on the journey, we want to help you from start to finish, and it’s an honor to help guide you, no matter your budget.
We are here to listen to your story and then tailor a plan that is uniquely yours. Many firms today want you to hear their story and fit into their system. We believe we are here to serve YOU and not have YOU serve us.
Our answer is YES! We can do any of the above based on your situation. We can arrange a fee-based relationship that pays us to manage your assets with ongoing monitoring and routine meetings. Fee-only services are available to pay us like a consultant with hourly rates or a monthly or quarterly retainer to be available when you need us. Commission-based options are available too, where we are compensated for certain transactions. We are here to help and discuss ALL these options, so together we can make a plan that meets your needs and objectives.
We will sit down together for a conversation. We want to make sure you are comfortable with us and us with you, so that we can move into a discussion of where you currently are on your financial journey. These questions help us gather information about your current situation and then allow us to create a customized plan for you.
Yes. We know this clientele requires extra resources to best serve them, including your attorney and CPA. Our goal is to stay in our lane of expertise and allow the others to provide the best possible advice for your plan. We understand that high-net-worth clients require more time, but we have the resources and support from our various industry partners to accomplish your goals.
We listen, and we ask; that’s our greatest technique. We want to hear your vision for your future. Then our expertise guides us to ask the right questions, so that we can help make your vision come to life.
We like to base the meetings around the clients’ needs and comfort levels. Most clients like to meet annually, but some circumstances require more frequent meetings, including when our clients have major life changes, as this often affects financial plans. Meetings can be in-person, virtual, or phone.
