I start all of my engagements with a complimentary call to make sure we are a good fit to work together. If we aren’t a good fit, I will help you find someone that is; it’s that simple.
This is to help you and me make an informed decision about working together. It’s important that you have a strong relationship with an advisor.
Junior-level millennial professionals and their families.
I want you to know exactly what I can do for you before you commit to anything.
The first step is a call with me. It’s not a pushy sales call; just us talking about what you need and how I can help.
How do you know if you are a good fit?
Many of my clients are millennials with excellent household incomes into the mid-six-figures.
Many of my clients have started a family or are preparing to do so, adding new financial planning dynamics.
My clients want to supercharge their savings and investments to achieve financial freedom.
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Still have questions?
Two ways. I charge for financial planning and managing assets. Financial planning fees start at $500 and scale with complexity. I charge a flat one percent of assets (the industry average). If there are considerable assets, I waive any planning fees. Everything will be clearly stated and agreed upon before you sign anything.
Yes. I always put clients first. Also, I have structured my practice to receive zero commissions based on advice or investments that I may use.
My practice is completely independent of outside pressures and influence. That allows me to focus on doing my best work for clients and not on the next sale while an associate does the work.
A great question. I offer more services and more investment solutions than a lot of the bigger firms out there. Whereas bigger firms are just looking to acquire retirement assets and meet once a year, I will be with you through life’s transitions and help you achieve all those goals that have nothing to do with retirement.
Still not sure?
That’s okay! Really. It’s a huge decision to work with a financial advisor. However, you are actually trusting someone to handle your financial well-being, so it’s not to be taken lightly. Please consider staying in touch by signing up for the newsletter. Not sure what you would like to talk about in a financial planning meeting? Try using these free tools that will give you some clarity around your financial needs.