Frequently Asked Questions
Who is a good fit?
You are serious about improving your financial future.
You are planning to retire within ten years.
You want to delegate your planning and investments to a professional advisor.
You want proactive advice that is looking for blind spots and opportunities.
Who is not a good fit?
You’re just starting out with little to no savings.
You’re only looking for one time consultations, quick tips or DIY strategies.
Your only investment experience is in real estate.
You’re not open to professional guidance.
What is the initial meeting like?
It’s a relaxed, no-pressure conversation designed to get to know each other.
During our meeting we will:
Learn about your current situation.
Identify risks, blind spots, and opportunities.
Share how we typically help clients in similar situations.
And then decide, together, if it makes sense to work together.
Why is there an introductory call?
It helps clarify why you are looking for financial help now.
We are able to understand your current circumstances.
We can evaluate if our services are a match and if they will provide value.