The process starts with a fit meeting to determine if you and I would would well together. This fit meeting is at no charge and is done in-person or virtually via zoom. 

How do I provide Financial Advice?

Throughout our relationship, we work together to build a Financial Plan to help you take control of your Financial Narrative. What you receive is limited to our engagement scope, whether it is a single matter like budgeting or a holistic approach that encompasses your entire Financial Narrative.

I have worked hard throughout my life to build knowledge in the Financial field. I can promise you two things: One: I do not have all the answers but will do my best to get you an answer. Two: Your account balances will fluctuate over time - investing for the long term is not a straight line.

First: Assets Under Management model - In this model, the majority or all of investment accounts are held through my management. Your assets pay for the majority of the advice given. A Subscription based charge is applicable for relationships with less than $250,000 held through my management if you choose to have more than investment management services

Second:  Advice as a Subscription model- In this model, all investment accounts are held outside of our relationship and you are billed monthly for the advice given. This area is great for a Do-It-Yourself individual or family that just wants to ask a few questions now and again but wants to retain as much control over their journey as possible.

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What do you receive?

Items received are based on the scope of our relationship. A full financial planning engagement includes:

• A detailed summary of your plan and actionable items
• Investment Recommendations
• Social Security Strategies
• Cash Flow
• Net Worth Statement
• Access to a Third Party Software - Clic-Client powered by Emoney Advisor.
• A personalized calendar, so you know what to expect from our continued relationship, including:
  • Ongoing investment reports on your client schedule
  • When we would discuss changes to your financial plan

You can learn more by visiting my Frequently Asked Questions page here.