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Frequently Asked Questions

What should I expect from our relationship?

What should I expect from our relationship?

Our process is simple, but broad to help each client through the maze of financial planning:

1. Identify and prioritize your goals
2. Analyze and evaluate your existing strategy
3. Prioritize and develop a plan of action
4. Activate and implement your plan
5. Monitor and adjust for your success

What information do you need from me?

We’ll send you a document checklist that gives us a good start to a robust discussion. These documents will include a summary of any financial investments, legal documents like a will or trust, your last tax return, and any insurance policies you may have.

How often do we meet?

We meet with our clients biannually or whenever there is a life event we need to take into consideration.

What services do you provide?

We are the project manager in your financial life that coordinates all professionals including but not limited to legal, tax preparation, investments, and insurance to ensure that all elements of your financial life are coordinated.

Are your recommendations truly in my best interest?

We take very seriously our fiduciary duty to always act in the client’s best interest (vs. just trying to sell you a product). Our firm is built on a foundation of placing the client’s interest before any thoughts of our own compensation. We recommend investment strategies that help our clients accomplish their goals, then validate those recommendations with their other financial professionals to ensure a coordinated effort from all aspects of the client’s financial life.

Do I need to find another advisor for advice in other areas?

For our clients, we serve as the single point of contact for all of their financial needs. This includes coordinating every aspect of their financial life. Each of our clients have a financial plan and an ongoing Financial Action Checklist detailing all actions needed to implement their financial plan. We then coordinate action items with accountants, attorneys and other financial professionals.

Do we get statements on the assets you manage for us?

We provide printed quarterly statements and an online dashboard that gives you online access to your important documents and shows you how your assets are doing 24 hours a day.

What platforms do you invest my money on?

For your convenience and safety, we use Fidelity, TD Ameritrade, Pershing, or Charles Schwab as the custodian for the majority of our accounts. Each custodian holds your funds and provides reporting to you and the IRS. Your accounts can be viewed anytime on the custodian's website, or through our online dashboard on our website.

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