Frequently Asked Questions

These are the questions I am often asked about the firm and the services offered. If your question is not addressed here, please fill out the form at the bottom of the page and I will get back to you as soon as possible with the answer.

+ Your office is not in my area. Can I still work with you?

Absolutely! Technology has made it easy to work with an advisor virtually, regardless of where you are located. Meetings will be handled via Zoom and/or by phone. Documents will be scanned and secured in a virtual, encrypted vault.

+ What are your professional credentials and experience?

After graduating with a Masters in Business Administration degree, I earned the CFA and CFP® designations. In addition, I have spent over 25 years in the financial services industry.

+ What is the pricing of your services?

Please see the tiered fee schedule for investment management here. One-time financial planning projects are also available and pricing depends on the complexity of the situation.

+ How often do you meet with clients?

This is largely up to the client. After the initial set-up meetings, most clients prefer one or two comprehensive review meetings per year. However, additional meetings can always be scheduled when life changes occur or questions arise. I offer unlimited email and phone support as well. I encourage clients to reach out with any questions they may have about their personal finances whenever they occur.

+ Can you provide financial planning services only or must you manage my investments as well?

Financial planning and investment management are separate services. You do not have to use the investment management services that are offered. If you choose comprehensive financial planning only, you will be billed quarterly or monthly for these services.

+ I have no need for ongoing financial planning. Can you provide financial planning on a one-time basis?

I am happy to do one-time projects for clients that don’t need ongoing financial planning at this time. One-time project fees depend on the complexity of the situation.