Frequently Asked Questions
Find answers to common questions about our financial services, processes, and how we can help you achieve your goals.
What financial services do you offer?
We provide comprehensive financial solutions including investment planning, retirement strategies, wealth management, tax optimization, and personalized financial consulting tailored to your unique goals and circumstances.
How can I schedule a consultation?
You can schedule a free initial consultation through our contact form, by calling our office directly, or by emailing our team. We typically respond to inquiries within 24 hours and can arrange meetings in-person or virtually based on your preference.
Do you provide customized financial plans?
Absolutely. We believe every client has unique financial circumstances and goals. All our financial plans are completely customized after a thorough analysis of your current situation, risk tolerance, timeline, and specific objectives.
How quickly can we start working together?
After our initial consultation, we can typically begin developing your financial strategy within 3-5 business days. The exact timeline depends on the complexity of your situation and how quickly we can gather the necessary financial information.
What is your fee structure?
We offer transparent pricing with several options: fee-only planning (hourly or fixed project fee), assets under management (AUM) percentage for ongoing portfolio management, or a hybrid approach. During our consultation, we'll recommend the most cost-effective structure for your needs.
Still have questions?
Our team is ready to provide personalized answers and help you make informed financial decisions.