FAQ
What is a “fee-only” financial advisor?
How do you invest money?
Who can benefit from your services?
How much do I need to retire?
Do I need a financial plan?
What is the financial planning process?
What is financial planning and why should that be important to me?
What is a fiduciary?
What types of financial planning do you offer?
What is your account minimum?
What types of securities do you provide advice for?
Do you sell any financial products?
Tell me about your investment philosophy.
How do you select investments for a clients?
How do you price your financial planning services?
How much do you charge financial planning?
Are your fees tax deductible?
How can I get started?
What is your fee structure?
How long have you been in business?
