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Frequently Asked Questions

1. Why do I need a financial planner?

A financial planner can give you valuable insight into your current financial needs and long-term goals. A financial planner can be especially helpful when you’re going through a life change — marriage, divorce, retirement, inheritance, etc. Financial needs are complex. Sometimes you need a professional to guide you.

2. What do you do?

We spend time getting to know you and your current financial picture. We get to know your short-term goals, long-term goals, and priorities. We provide with you a roadmap of how to accomplish everything that matters to you. We also educate you so you can better understand financial concepts and strategies. We are there with you every step of the way.

3. How much does this cost?

The cost for your first Financial Planning meeting (approximately 2 hours) is $350. The cost for follow-up appointments is $150. If you choose to use our Portfolio Management Services, our fee is based on a percentage of assets in your account and is set forth in the agreement prior to establishing your account.

4. What do I bring to the first appointment?

We will send you a document checklist to prepare for your first meeting. This list includes your most recent tax return, pay-stubs, retirement/investment plan statements, a list of your financial goals, etc. To best prepare for your meeting, we ask that you email us documents at least two days before your meeting.

What We Do For You

What We Do For You

We create strategies that are tailored to your needs and goals.

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Our Story

Our Story

Years of experience have prepared us to guide you through your life transitions.

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