FAQs

Frequently Asked Questions

Are you Fiduciaries?

Yes, that means we are legally and ethically obligated to always put your best interests first.

What type of clients do you typically work with?

We work with a wide range of clients including pre-retirees, retirees, and business owner who are looking for personalized financial guidance.

Do I need a certain amount of assets to become a client?

No, we work with clients at different stages of wealth building. We’ll discuss the best way to serve you based on your situation.

How do you charge for your services?

Our main structure is a fee based on a percentage of the assets we manage for you. That way, our success is tied directly to yours. We also offer other solutions when they make sense for your situation, but regardless of what we recommend, all costs are explained in advance, so you know exactly what you’re paying for.

What is the process of becoming a client?

We start with an introductory call, then gather your financial details through a simple questionnaire.  From there we create a tailored plan and walk you through your next steps.

Can you work with clients virtually or only in person?

We work with clients both in person and virtually.  Our secure technology makes it easy to meet wherever you are.

Do you help with Estate planning?

Yes, absolutely. We work closely with a network of estate planning professionals to make sure your affairs are in order, and we also guide families through the process of managing and distributing assets after someone passes away.

What should I bring to my first meeting?

It helps to bring account statements, tax returns, insurance policies, and any questions you’d like to cover.

How secure is my personal and financial information?

We use industry-standard security measures and work with reputable custodians to safeguard your data and assets.

What happens if I move or relocate? Can we still work together?

Yes! With virtual meetings and digital tools, we work with clients across the country.