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Frequently asked questions
General
Life moves quick with new jobs, promotions, bonuses, stock options extra money and you may not find yourself with the time to stay up-to-date and feel like you could be making smarter decisions with your money. That's where I come in, I manage big financial events, like home buying, inheritance, business income and IPOs to make your life easier
We charge monthly fees directly from your account starting at 1% and have a tiered scheduled as your assets grow. We also provide the option of an ongoing financial planning relationship or a one-time project based plan. Fees for financial planning engagement are paid directly for the initial engagment and then upon delivery of the plan.
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