FAQ

Nope. Investments are just one piece of the puzzle. We help with retirement planning, cash flow, debt management, estate strategy, insurance, education planning, and more.

If you haven’t heard from your existing financial advisor for a while, or are unsure about the direction they are providing, that is a good sign.

We focus more on a minimum personality requirement, while asset amounts are negotiable and situational.

We will customize contact based on your situation and what you need. At a minimum, we'll have regular check-ins to make sure everything still lines up with your goals. But we are always here if something comes up or you just have a quick question.

We are not CPAs or tax preparers, but tax-sensitive planning and investing are a key part of what we do. We plan for tax and estate strategies and are happy to coordinate with your tax professional to make sure everything works together.

We primarily have a fiduciary fee-based approach but have options to fit your preferences. We believe that cost transparency is crucial to a healthy long-term partnership.

That's exactly when having a planner matters most. Whether it's a new job, marriage or divorce, deciding to retire, a loss in the family, or anything else- I'll help you reassess and adjust your plan so it still reflects your current reality and goals.