Frequently Asked Questions
If I call, what should I expect?
Expect a friendly conversation!
We want to know about what you would like to accomplish by working with a qualified financial advisor.
After some dialogue, we can decide if it makes sense to set up a complimentary discovery meeting.
In the discovery meeting you will receive a complimentary SWOT (Strengths, Weaknesses, Opportunities, & Threats) analysis as well as some useful tools in addressing commonly overlooked planning areas.
The SWOT analysis will give you a good indication of how we could help if you decide to continue the planning process.
What makes your process distinctive?
Our goal is simple; help our clients live more enjoyable lives with a little help from smarter financial planning.
Our planning-first approach places our focus on using your financial resources to improve your “return on life”.
With a solid foundation in place we can better determine the appropriate tools and resources to effectively target your needs.
Do you have to manage my investments for me to work with you?
No. We believe we offer compelling value and we hope you would be willing to take an open-minded look.
Upon completion of our planning process, the client will receive a custom financial plan, as well as an investment strategy that is unique to them.
Who is the custodian of my assets?
Please note that we never take custody of a client's assets.
We always use a third party custodian, LPL Financial, to execute our trades, produce our client statements, and provide daily internet access.
Your office is far away. Can I still work with you?
Working with a financial advisor without having to drive to their office is actually very easy and convenient.
Meetings can be done from the comfort of your home or office while we still see each other over the computer screen while simultaneously being able to review financial matters.
If you are looking for an experienced financial advisor, and are comfortable building a relationship via phone and web, please reach out and start a conversation with us.