FAQs

No. However, we may make recommendations for products. We do not sell them to reduce conflicts of interest.

Our first consultation is free. This discovery meeting is designed so that we can determine if we are a mutual fit. See our pricing page for more information.

We work with clients all across the country via ZOOM meetings and phone calls. If you reside in the US, we would be more than happy to meet with you.

We are compensated directly by our clients through the flat planning fee or the assets under management (AUM) fee. We do not receive commissions or referral fees.

We specialize in working with business owners, physicians, and families who are looking for a partner to work towards their financial goals.

The CFP® designation proves competency in important financial planning topics, such as insurance, estate planning, retirement, investment, tax planning and more. You must also reach an experience and education requirement, as well as a continuing education requirement.