FAQ's

 

 

DO YOU ONLY WORK WITH WOMEN?

No. What we have found is women feel very disenfranchised from the financial world and we have designed our practice to make sure she is comfortable making the difficult decisions she has to make. With that being said, we have found that men like having this higher level of service too. He enjoys having things explained thoroughly, having educational offerings, and having lots of reporting. There is an old saying, "If she is happy, he is happy!"

 WHAT ARE YOUR MINIMUM"S FOR MANAGING MONEY

Generally, our minimums for managing assets are around $100,000. However, every situation is different and we ask that you contact us to discuss your needs and we will see if there is an opportunity for us to work together. Since we also have an advisory practice we can charge one time planning fees for people who want to perform specific needs analysis.

 WHAT SHOULD I BRING TO OUR FIRST MEETING?

It is important to bring your most recent tax return, investment statements, your fringe benefits booklet from work, insurance statements, and any other important documents that you may have. Sometimes you can find everything but gather what you can for the first meeting.