Frequently Asked Questions

FAQ

  • You can ask any questions about services I offer my clients while allowing me to collect some information about you. After our introductory session we can mutually determine if we're a good match and plan our next steps together.

  • The reason for the onboarding fee is that financial planning involves extensive preliminary analysis and significant upfront work. Once we have identified the comprehensive plan areas to address, my aim is to create a decision tree and work collaboratively with you to delve deeply into critical areas of your plan. From this foundation, we'll develop a strategy to address immediate concerns and outline ongoing priorities.

  • If you are a high earning individual or a family and you don’t know where your money is going and you are too busy to manage your day to day finances OR you don’t even know where to begin, I’ll be Your Personalized CFO and help you every step of the way.

    If you want someone to give you unbiased advice without selling you any products or asking you to manage your investments, I’ll be your guidance.

    If you are too busy or have no interest in managing your finances, I’ll be Your Personalized CFO and help you every step of the way.

  • I work with a hardworking, group of individuals & families who are dedicated to putting their well-earned money to work and ready for a change.

  • Yes! I work with clients all over the country utilizing an online meeting and video conferencing to help facilitate meetings with out-of-state clients. My home office is in Phoenix, AZ.

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  • I genuinely think it's never too early to have a Financial Planner by your side. I assist clients at various life stages, my expertise is particularly valuable for those earning at least $150,000 per year in Income or with investments exceeding $250,000.

  • Here is a list of the financial planning services I offer my clients.

  • For Cash Flow Monitoring, I utilize Monarch Money & Elements® Financial Monitoring app.

    For Financial Planning Overview & Documents Vault, I utilize Right Capital.

    For Investment Management Platform, I utilize Charles Schwab as the custodian of your assets.

  • Absolutely! I'm here to provide investment advice for individuals seeking guidance in navigating intricate financial decisions. Opting for a seasoned and knowledgeable financial professional with a fiduciary responsibility to you is a wise investment decision. To make informed investment selections, I first need to gain a comprehensive understanding of your present financial situation, future objectives, and risk tolerance.

  • No, I am a flat fee-only financial planner so you are not required to hire me to manage your investments.

  • Great Question! This link will provide you with a breakdown of my Investment Process & Philosophy

  • Simply provide me with a written notice 30 days in advance. Your investments will remain with Charles Schwab, and I will no longer have access to your accounts. Your access to the resources I offer will be deactivated.

  • Certainly, here’s the newsletter opt-in link page

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