FAQs

• Individuals who desire to invest and tax efficiently growth their wealth
• Small Business Owners and individual earners with at least $250,000 to invest
• People seeking a partner to coach them through various financial decisions
• Delegators who want to invest smarter to achieve their goals

If you are interested in our services but not in one of these categories feel free to reach out for an intro call. We can refer you to partners who may have expertise in your given area if needed.

Folks who are looking to find the next hot stock of the day, folks trying to time the short-term fluctuations in the markets, or any other type of fast money schemes.

Fee only advisors earn their revenue directly and only from the client whom the service is being provided to. There are no commissions or unusual pay arrangements with third parties. 

There are various billing methods within the Fee-Only model. By far the most industry entrenched version is the Asset Under Management AUM model, whereby the advisor typically bills somewhere around 1% of managed assets. Another version is the Flat Fixed Annual Fee model. 

A fiduciary must prioritize their client’s interests over their own and is legally required to act in the best interest of their clients. This should be the bare minimum for anyone looking to hire a finance professional.

Yes, I am a fiduciary.

CFPs can help clients with a range of topics related to their finances, such as retirement, investing, education, insurance, and taxes. 

A certified financial planner (CFP®) certificant has received a formal designation from the Certified Financial Planner Board of Standards, Inc. 

My CFP Board ID number is: 256003

Absolutely, as long as you are comfortable with a remote advisor, we can work with folks in any state. 

1. Introduction Call: (~30 minutes) We will get to know one another, discuss what your goals are and or what problems you are looking for help with, and ensure your situation matches with our expertise. You will leave the call knowing what the process looks like, our role as your financial planner, and answer any additional questions you have.
2. Get Organized Meeting: (60-90 minutes) Prior to this meeting, we will work with you in organizing the information necessary to properly evaluate your financial picture. During this meeting we will dive into the specifics about your finances, look for opportunities to optimize your investments, lower your future taxes, identify financial planning opportunities, and answer any additional questions you may have. From here we will have a proposal with the services and pricing that makes the most sense for you.