Where do we meet?
We are a virtual advisory firm that primarily conducts meetings with web conferencing and screen sharing. Documents are stored on the cloud and electronically signed when needed. Our practice was built with busy professionals in mind.
I don’t know what my specific financial goals are. Can you still work with me?
Yes, we will help you clarify your goals over time as part of our ongoing financial planning relationship.
I’m just starting out and don’t have any investable assets. Can I still be a client?
Yes, we don’t set asset minimums to become clients. Our firm welcomes people who are just getting started. You don’t wait to get into shape before you join the gym, so you shouldn’t wait to become wealthy before you start financial planning.
What stock should I be buying or selling? Which way is the market headed?
We don’t know. Individual stocks are not part of our strategy. Day-to-day market movements do not affect on our long-term strategy for building wealth over time.
Where can I get more information about becoming a client?
Review our brochure and schedule a prospective client meeting under “Contact”.