WHAT IS A FIDUCIARY?
A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations.
WHAT IS A "GET ACQUAINTED" MEETING?
In the Get Acquainted Meeting we'll talk about You: your current financial situation, your goals, and what you are looking for in a CFP. I'll explain more about our process together, your options and my services. We'll see what makes the most sense for us going forward: a one-time plan, or as an ongoing, updated relationship.
DO I HAVE TO MEET YOU IN PERSON?
No! I am happy to meet in person, but we can also meet virtually, or simply by phone if you prefer. Your convenience is my priority, and I am comfortable with whatever works best for you.
WHAT DOES THE PLANNING PROCESS LOOK LIKE?
If you've never worked with a financial planner before, you may be wondering what the process is like? We simply start with our meeting, and go from there depending on how you want to proceed.
HOW DO YOU GET PAID?
I am a fee-only financial planner, which means my only compensation comes from the direct services I provide to you. My financial planning process is transparent – no commissions, kick-backs, or “trails,” nothing but the fees for service, which are laid out at the start. I am held to the fiduciary standard, which means I am expected to work toward your best interests regardless of the compensation.
WHAT IS YOUR INVESTMENT PHILOSOPHY?
We believe that making decision based on evidence rather than predictions will give you the best odds of success. Therefore, our focus is on building evidence-based portfolios and adopting environmentally and socially conscious strategies for those that want them.
Evidence based portfolios are low cost, diversified across the globe, and aim to capture market returns though the use of index funds, ETF's, and other broad
I’D LIKE TO LEARN MORE. WHAT'S THE NEXT STEP?
We just schedule a complimentary Get Acquainted meeting. Let's Get In Touch