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1) How will I benefit?
Many financial problems exist because of a lack of planning, not a lack of money. We can help you make the right choices for your financial peace of mind.
2) What should I expect?
A financial planning engagement begins with your call or email, and may extend from a single appointment to a lifetime relationship. It's your choice. We will get started with an initial meeting, give you an opportunity to find out more about us, and help us evaluate your needs and expectations. We will explain the scope of our services and estimate the cost to you, based on your needs.
3) What will it cost?
Our fees are very simple. We are compensated on an hourly basis for the consulting services that we provide. There are no hidden costs, commissions, sales charges, or fees for referrals. It all depends on the complexity of your situation.
4) What if I don't think I need a comprehensive plan?
Someone with a fairly simple financial life - with limited assets or just getting started thinking about finances - may not need a comprehensive plan. We recognize how important it is to take that first step toward securing your financial future and the value we can add in helping you set out on a successful path. We will meet with you on an hourly basis to do as much as you wish.
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