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Frequently Asked Questions

What should I expect if we meet?

The first meeting is an opportunity for us to discuss your goals and financial concerns - there's no fee associated with this meeting.

We focus on getting to know you so we can comfortably give advice that's in your best interest.

The objective of this initial consultation is for you to get a better understanding of the service we provide to help determine if we're the right fit for you.

Do you only provide investment management?

No. We do offer investment management as a service, but we focus primarily on comprehensive financial planning with an emphasis on planned giving.

What are your fees?

We believe in transparency and you can view our fees on our Pricing page here.

Do I need a minimum net worth to work with you?

Nope! Our financial planning services are offered at a flat fee with no account minimum requirements.