Frequently Asked Questions
What are your account minimums?
I do not have account minimums. I believe everyone should have access to quality investment and financial advice.
I don't have much investment experience, is there any point in working with you?
Yes there is. I work with all levels of investment knowledge and take pride in using simple investment strategies that get results. I also enjoy helping my clients learn to understand how investing works and the power that comes with!
What can I expect in our first meeting?
Here are 5 questions that I ask during our first meeting:
1. Tell me your story
2. What does money allow you to facilitate in your life?
3. What are your goals over the next 5, 10 and 15 years
4. What strengths, opportunities and weakness exist in achieving those goals?
5. What steps are you taking to secure those goals?
How long are your meetings?
First Meeting: 10 Minutes
Second Meeting: 30 Minutes
Do you do more then just invest my money?
Yes, here is what else I focus on:
- Help with financial goals
- Comprehensive financial planning
- Retirement income planning
- Tax planning
- Long-term care planning
- Estate planning
- Business succession planning
What are your fees?
The cost for my services are charged based on percentage of assets under management
I have a family member I would like to refer. Are you taking referrals?
- Yes I am. Taking care of those who you care about is something I take very seriously.
I know nothing about personal finance, what's the point of a financial plan?
- This is a common misconception. I always like to ask what the consequences may be to you if you take no action? My goals is to provide clear and concise financial planing. I can often do this with only TWO pages of your financial plan - making things as simple as possible.
How often do you meet with your clients?
I meet with my clients a minimum of once a year. During the meeting, we review where you are now and if your goals and objectives are still the same. We also take a look at your asset allocation and ensure it is appropriate for your situation.
