FAQs

Yes, of course. We're very committed to ensuring we mutually explore if working together would be a good fit. After an initial phone call to understand your needs and answer preliminary questions, we always start with a complimentary consultation to further discuss your goals, fears, and history with money to explore how our unique process might be of value.

Financial planning is a trust-based, collaborative relationship and our initial meeting helps determine whether we are a good fit to work together. We will learn more about you and your family and financial goals, ask questions and most importantly listen closely to determine what is most important to you. Then, we’ll discuss what the process will look like if we decide to move forward working together.

We make it easy to build a personal relationship and communicate with our clients in person, by phone, or by Zoom.

Just click here to schedule a call, Zoom or in person meeting or send an email with any questions you may have.

Yes! That means that I’m not only morally obligated, but I’m also legally obligated to put the interests of my clients first.

I have a bachelor's degree in Business Finance and hold a Certified Financial Planner (CFP), designation. I also have securities licenses, as well as life and health insurance licenses. This is an industry where things change quickly and often. It is my responsibility and commitment to be on the front lines of any new market development, investment strategy or retirement strategy.

Our typical minimum investment for new clients is $100,000, however, we evaluate each individual on a case-by-case basis to see if it makes sense for us to work together.  Usually we can work with clients with less if we are a good fit for each other in other ways.  Schedule a call to learn more.  

Our firm’s philosophy prioritizes growing wealth while managing risk. We seek to provide our client’s returns that align with their specific risk tolerance and personal goals while managing downside risks. Risk and rewards have a strong correlation with each other, so we seek to optimize returns without taking outsized risks to achieve those returns.

For most clients, we earn a percentage of the accounts under our management. For some clients who need services like insurance or other investments, I am compensated by commission.  This is something we will discuss during our first meeting.  

Whenever you have a financial issue come up, I want you to feel confident to contact me first. If needed I can refer you to other professionals who can help with something outside of your scope of business.

Financial planning involves assessing your financial situation and goals comprehensively, covering areas such as cash flow planning, saving, investing, retirement planning, tax planning, and insurance analysis. On the other hand, investment management specifically focuses on managing an individual's investment portfolio, including asset allocation, security selection, and portfolio monitoring. While financial planning often includes investment management, it encompasses broader aspects of personal finance beyond investments.

Yes!  Investing and financial planning can be confusing and intimidating for many people. Ongoing education and guidance are a big part of what the relationship with our team will provide when we work together. Whether you want a deeper understanding of concepts or a basic explanation of what we can provide, we are always willing and available to offer clear and easy-to-understand guidance.