FAQ
Answers to Your Questions
Please browse our FAQ Section below
If you have additional questions, please feel free to schedule a free consultation, or email us anytime!
Unlike traditional firms that may charge based on assets under management or offer cookie-cutter advice, we prioritize personalized,
hourly-based financial guidance.
You only pay for the time we spend together. You’re not charged for hours spent behind the scenes building your plan.
This approach ensures you receive tailored advice that's directly aligned with your unique financial goals and needs, without the burden of unnecessary fees or products. We encourage you to keep more of your hard earned money!
We currently offer a full financial plan for a discounted rate of just $500. This includes two hours of consultation at our discounted hourly rate of $250. Our goal is to make high-quality financial advice accessible, so you can start your financial journey without a large financial commitment.
No, there are no additional fees. We believe in complete transparency – you only pay for the time we spend together. Most clients only need two hours for a comprehensive plan, keeping the total cost at $500.
Yes! We're so confident in the quality of our financial advice that we offer a 100% money-back satisfaction guarantee. If you’re not completely satisfied with your financial plan for any reason, just let us know, and we'll refund your payment in full. We want you to feel confident in taking this step toward your financial future.
No, there are no long-term commitments required. Our model is built on trust and transparency, offering you advice without the obligation of ongoing fees. You have the freedom to seek our guidance as you see fit, ensuring you always feel in control of your financial journey.
The frequency of our meetings can be tailored to your needs. Some clients prefer an annual review to adjust their financial plan based on life changes or financial shifts, while others may reach out as needed. We're flexible and here to support you, whether that's for regular check-ins or just when you have specific concerns.
Absolutely. As a fiduciary, we are committed to acting in your best interests at all times. This means no hidden fees, no commissions, and unbiased investment recommendations. Our priority is your financial well-being.
Our role is to empower you with the knowledge and strategies to “manage” your investments confidently. We provide advice and guidance but do not directly manage your investment portfolio. This approach keeps you in control, with us as your partner. Trust us, with our plan and guidance, investing is the easy part!
What's the right investment mix for my portfolio?
What are the best investment options for my situation?
When can I retire?
How much can I spend in retirement without risking running out of money?
Will I have money left to pass on to my heirs?
Where should I save, how much should I save and which investments should I use?
How much can I withdraw, and where should I pull from?
How much cash should I keep, and where should I hold it?
How can I make my portfolio more tax efficient.
Should I harvest losses, and how?
How can I diversify my portfolio in a tax efficient way?
Should I do Roth Conversions and when?
How much life insurance should I have and what type?
When should I file for Social Security?
What should I know about filing for Medicare?
What's the best way to save for College?
Should I save in a Roth 401k or Traditional 401k?
Should I choose a SEP vs individual 401k?
Should I save in a Roth IRA vs Traditional IRA?
How do I simplify my portfolio?
How can I minimize fees in my portfolio?
How do I save for short term, intermediate and long term goals?
What's the best way to give to charities?
Should I hold RSU's or diversify?
Should I pay off debt or invest the money?
What options should I choose when it comes to Employee benefits?
How can I automate my investment strategy?
How much home can I afford and still achieve other financial goals?
Should I choose the Pension or Lump sum?
What's the best way to distribute my deferred compensation plan?
What should I do with my inheritance?
How should I pay down debt?
And many more!