FAQ's

These are the most common questions we receive from our clients

How do you get paid?

As a fee-only financial planner, we’re paid solely by our clients, never by commissions or third parties. We offer two flexible fee structures to meet your needs:

AUM-Based Fee: Our primary fee structure starts at 1% on assets under management (AUM) for the first $1 million, with lower rates for amounts above $1 million. This includes comprehensive financial planning and investment management.

Flat Planning Fee: For clients who don’t have investable assets or prefer a different approach, we offer ongoing guidance through monthly or quarterly planning fees, providing flexibility in how you work with us.

Both options ensure you receive tailored advice and resources for your unique situation.

Is there a minimum asset requirement to work with you?

While we don’t have a strict asset minimum, we primarily serve those who value a comprehensive approach to managing and growing wealth. Whether you're building your portfolio or managing significant assets, our focus is on creating a plan that meets your needs.

We have the ability to charge monthly/quarterly planning fees if investment management isn't at fit for you

How should I prepare to start a financial plan?

You don’t need everything perfectly organized before meeting with us, that’s part of what we’re here for! Just bring a sense of your goals and what you’d like to achieve. We’ll help organize the details and guide you through the rest as part of the planning process.

How often will we meet, and what’s the communication style?

We typically meet with clients twice per year, but we’re always available for questions or life changes. We prioritize clear communication and regular updates to ensure your plan remains aligned with your goals.

Can We Meet Virtually or In Person?

We primarily work with clients virtually, which offers flexibility and convenience. However, we’re also happy to accommodate in-person meetings if that’s your preference, just let us know what works best for you.