Some of the most common questions we hear from clients…
What is a fiduciary?
A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. We are fiduciaries – this is a fundamental value of ours and we wouldn’t have it any other way.
How to you charge for your work?
We provide advice, not products. Since we are held to the fiduciary standard, we have to act in your best interest regardless of the compensation we receive. We believe this is the fairest form of compensation and aligns our interests with yours.
We charge either an annual fee based on the assets we are managing, hourly or per project. We also receive commissions on some products that are sold (i.e. insurance).
Do I have to pay for the first meeting?
No. The first meeting will be free and it will be a working session where we will provide value to you from the start. Bring your financial questions with you. If we don’t end up working together now, sign up for the blog to receive ongoing financial education and hopefully we can work together in the future.