Frequently Asked Questions

general questions

Why should I hire a financial planner or advisor rather than trying to do it myself?

How much money do I need to retire?

How much income can my portfolio safely provide?

Can you help me with multiple services?

Prospective / new clients

Do you offer virtual or phone appointments?

What can I expect from our first meeting?

How often can I expect to interact with you?

Who is your typical client?

Can you handle the needs of high net worth clients?

Do I have to meet an account minimum before you’ll work with me?

What’s the difference between discretionary and non-discretionary investment management?

Do you sell insurance?

What are your qualifications?

Compliance-related questions

Are you a fiduciary?

Do you earn money based on the products you recommend to me?

Do you or your financial professionals have legal or disciplinary history?

Where is my money held, and how can I be sure you can’t access it?

What does it mean that you have custody of client assets?

what else is on your mind?

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