Frequently Asked Questions
Yes. Acting in our client’s best interest is our top priority. We take this responsibility very seriously and therefore, we will have detailed discussions about your financial situation before designing a plan that fits your specific needs.
Yes. This is an informational discussion which will allow both sides to ask and answer questions at no cost or obligation.
There is no minimum. We pride ourselves on having a diverse mix of clients from those just starting out to those in retirement. After the initial consultation, we will have a better understanding of how we can work together.
We believe everyone should have an intentionally designed financial plan that will help lead to the desired outcome. We will Discover, Define, Develop, Implement, and Deliver to help stay on track to meet your goals.
Hiring a team of wealth advisors who have years of experience and education in the field will allow you to spend your time doing things that are more enjoyable than worrying about what the stock market is doing day to day. We are here to create an intentional asset allocation designed to meet your investment objective and to provide ongoing management and periodic rebalancing.
Our asset management services begin at 1% and are on a sliding schedule. Our financial planning services are provided on an hourly basis at $250/hour. Fees and project estimates will be discussed prior to beginning a relationship.
Yes! Whether you are looking to invest per socially responsible or religious beliefs, we have tools available to us to screen potential investments. As independent wealth advisors, we are not limited to a set of proprietary or “in-house” products that we must sell which allows for flexibility in meeting your goals.
Not necessarily. If you are invested in a taxable account, we will be thoughtful about the tax implications and have a discussion with you. On a similar note, if you have a desire to continue holding any particular investment for personal reasons, we can work with you to incorporate it into our recommendation as well.
Our managed accounts are held at TD Ameritrade’s institutional platform where our clients have online access to account history, historical statements, tax documents, and investment research tools. If you are a current client, you can log in to your TD Ameritrade account through the Log In button at the top of this page.