Q: Are you a fiduciary?
A: Yes. Everyone on our team abides by the fiduciary standard - we take it seriously!
Q: What can I expect if we work together?
A: Working together is a hands-on process for our team and you. First, we ask that you fill out a brief introductory questionnaire. Then, upon reviewing your responses, we set up an introduction call to see if we’re a fit. After that, we get started! Our team will work to gather your financial documents and information, assess your goals, and develop a strategic plan. From there, we help implement cash flow planning and investment management. We adjust your plan as your goals change and grow.
Q: Do you focus on financial planning and investment management?
A: We believe in comprehensive planning - which means we focus on both financial planning and investment management. For more information, check out our Services page.
Q: How much does it cost?
A: We have a range of fees based on our services. You can read more about our transparent, fee-only service model on our Services page.