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1. What fees do you charge?
We charge an asset fee on all managed money. The fee starts at 1% of assets and reduces to .5% depending on the amount of money that’s invested. For more information on our fees, check out our ADV Part II.
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2. What can I expect from the initial consultation?
Our first consultation is what we call the alignment conversation. Our goal is to find out if we’re a suitable match for each other and if we can help meet your financial and non-financial needs as you go through this transition.
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3. How are you different from other financial advisors?
We focus on both sides of money. We not only work with you on your investments and technical money needs, but we also work with you on your emotional needs that money provides. Get our infographic here.
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4. How do you help me achieve my personal goals?
We treat you as the expert on your life. Our job is to listen to your hopes and dreams and then develop strategies that will get you to the life you want.
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5. How do you protect my money?
All investments involve risk. To minimize that risk, we use a system called the Stage 2 Investment Process. With this process, we segregate your money into three different buckets. The market will always move against you at different times in an investment cycle, but having your money segregated helps you avoid making poor investment decisions during these periods.
