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What to Expect

Frequently Asked Questions

Are you accepting new clients?

Yes, we are accepting new clients. To get started, reach out or schedule a call. We’re happy to answer any question you may have and see if we’re a good fit to collaborate towards your financial success.

Who are your clients?

Many of our clients are professionals, such as physicians, executives and small business owners across a range of industries. We also work with individuals in various stages of their lives, including retirees. However, what’s most important to us is that we’re a good fit. If you are looking for a collaborative relationship founded on open communication and if you see the value in working with an expert, we’re likely a great match. 

What is a CFP®, and why is it important?

The CERTIFIED FINANCIAL PLANNER™ designation means that the professional has acquired a depth of knowledge to offer high-quality financial planning services to clients. CFP® professionals have completed the necessary experience requirements and have passed a comprehensive certification examination provided by the Financial Planner Board of Standards.

The certification signifies that an individual has industry-standard education and experience. Additionally, CFP® professionals are required to adhere to a strict standard of ethics as outlined in the CFP® Board’s Standards of Professional Conduct.

Are you a fiduciary?

As CERTIFIED FINANCIAL PLANNER™ professionals, we strictly adhere to a fiduciary standard of conduct, meaning we aim to provide objective advice that puts your best interests first, always.

What should I expect from an introductory meeting?

From your introductory meeting (and every meeting), you can expect earnest listening from our end, as we come to deeply understand your situation and your exact needs. In the initial meeting, we’ll also take the time to describe our services and capabilities, and from there we’ll determine the next steps

What can I expect from our relationship?

We aim to offer you peace of mind through sound, honest guidance. Our goal is to help every client through challenging times, while also giving them confidence in their future. We follow a diligent approach, meaning we understand the significance of the details of your finances and are always triple-checking all processes and suggestions. Additionally, relating to our clients is a central part of our practice. From familial situations to personal challenges and concerns, understanding our shared experience of life is key to collaborating.

Can you help me manage a large employer stock position?

Yes, we can help you manage concentrated stock positions. From stock options and restricted stock to employee stock purchase plans and retirement plans, these options can all bring about wealth tied directly to your employer. We’ll work with you to assess risk and understand how it matches up with your financial goals.

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