• Why should I work with a financial advisor?

    Financial planning is complex; it can be daunting to tackle on your own when you have other things competing for your time. We ask the relevant questions, offer an objective perspective, and partner with you to create a financial plan you can follow. We will be with you at every turn to adapt your plan as needed, and help ensure you are always well-positioned to reach your goals, regardless of changing priorities and market shifts.

  • What questions should I ask when choosing a financial advisor?

    How long has the advisor been in the business? What certifications, education, and/or designations do they have? Do they have strong understanding of financial planning for both small businesses and personal planning? Do they focus on all aspects of wealth management, such as tax, accounting, succession, and insurance-related issues, with easy access to a team of experts in those fields? Is their fee structure transparent?

  • What information will you need from me to create my comprehensive financial plan?

    We will start by discussing your current and future goals, followed by any initial concerns you may have. Next, to ensure we can provide a comprehensive plan, we will need current investment and bank account statements, insurance policies, and details on outstanding debts and monies owed, your most recent tax returns, a household budget (if you have prepared one), and plans for travel, large purchases, or helping children with education, home ownership, or other pursuits.