Frequently Asked Questions
What services do you offer?
Our services are carefully tailored to individual and couples needs at a reasonable price. Visit here to review, in detail, what services are offered and the package prices of each.
How much do your services cost?
I believe the price should always match the quality. I offer advice-based planning services (via package service), which focus on more strategic, comprehensive, financial planning. Through this service, we’ll develop your vision and put action steps towards your goals. Please visit here to find an outline cost of service(s) and what is offered in each plan.
I also offer investment advisory services, which are inclusive of managing your portfolio. I charge a 0.75% AUM (asset under management fee). I primarily use two different investment platforms to help me build out a client portfolio based on behavioral risk and asset allocation. It also provides tax-loss harvesting and rebalances the portfolio on an annual basis.
Who do you primarily work with?
My services are tailored to accommodate both pre-retirees and young professionals despite the dichotomy of both groups. I believe high-quality advice and great service should be accessible to all groups of people.
100% of our meetings are completed online via Zoom. It’s important to me that you are comfortable with me, my teaching method, and how I conduct business. My long-term goal is to build a strong, trustworthy relationship with you.
Where do you conduct your meetings
YES! It’s the most popular time to meet, especially if you have children. We offer meeting times three out of the four weekends of each month.
Do you meet with clients on weekends?
HOW DO I PAY FOR YOUR SERVICES?
After our first strategy session, you’ll receive my letter of engagement, invoice for services rendered, a client profile, and an arbitration clause via email. Once all this paperwork is signed and submitted back to me you’ll receive an e-invoice via email where you’ll be able to pay for services via credit or debit card.
DO YOU WORK WITH CLIENTS ON AN ON-GOING BASIS?
Yes, once you’ve completed one of the three packages I normally meet with clients once per year on our anniversary month through my ANNUAL REVIEW. The purpose of the annual review is to update what we implemented the previous year and look for opportunities to continue to build out your financial plan.