Frequently Asked Questions
How do you get paid?
I am compensated through either fees or commissions. Investments can be managed as a fee for assets under management, or by commissions, depending on which is most suitable for you.
Insurance products typically pay a commission.
A comprehensive, written financial plan has a flat, one time fee that covers an info gathering meeting, hours to finalize the plan, and a meeting to present the plan to you.
What if I don't want a comprehensive plan?
While a comprehensive plan would allow me to better serve you, it is not obligatory. I can still assist you with your investment and insurance needs.
I prefer to do my own investing. Can I still get your help without investing through you?
You bet! I have fixed flat fees for investment or insurance planning work without you purchasing either from me.
Where do we start?
You'll start by scheduling a 20-minute complimentary consultation. We will discuss your goals, why you are seeking the help of a Financial Advisor, and if we would work well together. It's important that you feel that I'm the right fit for you.