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Frequently Asked Questions

General FAQs

What are the fees for an initial consultation?

Your initial consultation is complimentary.  From there, we will let you know about any cost for our products and services once we decide that we are a good fit as client and advisor.

How long is a consultation?

Depending on your specific situation, from 30 to 60 minutes.

What do I need to bring to my initial consultation?

Not everything here will be applicable to your specific situation, but it is best if you can bring as much information as possible.

  • Existing financial statements (from banks, other investment accounts, retirement accounts, etc...)
  • Insurance policy and/or statements (life insurance, long term care, disability)
  • Recent pay stubs for you (and your spouse)
  • Any personal budget information (e.g. assets and liabilities)

What should I expect from my initial consultation?

One of our advisors will take the time to get to know you, your current situation, and your personal & financial goals.  We will uncover your past & current investment experience, time horizon, and risk tolerance.  You can expect us to ask you detailed personal information and documentations to help us fully understand your specific situation.  This information is essential to craft a plan best suited for you and your family.

What should I think about prior to our meeting?

If you have a clear vision in mind, our team can develop a plan that is effective and uniquely tailored to match your goals.  Thus, you should consider a couple of things prior to the meeting:

  • What do you wish to achieve financially and personally?
  • How long do you have to achieve these goals?
  • Are you and your family protected in the even to the unexpected?
  • When are you planning to retire?
  • What have you done to set aside for your children's education?
  • What legal documents have you set up so far? Are they up to date?
  • Will you be expecting any large purchases in the near future?

What are your normal business hours for meetings?

Our normal business hours for meetings are 9:00AM to 5:00PM, Monday through Friday, exceptions can be made if needed.

How often can I meet with my advisor?

Typically, we conduct our review meetings on an annual basis and after a life changing event.  It will all depend on your situation and preference.

Do you have an investment minimum at your firm?

Our average clients have over $500,000 of total Net Worth and we are focused on working with clients who are interested in long term financial planning.  However we usually will discuss any minimum requirements during our initial meeting.

Do you accept referrals?

Yes, we will always take time to meet with someone you refer to us.

If we still haven’t answered your questions, please do not hesitate to ask us using the form at the bottom of this page!

More Questions?

Thank you!