FAQ's
- With whom do you work?
- Senior Executives and Directors of public and private companies.
- What is the process?
- Once you click on “Start My Plan”, "New Clients" you’ll have an opportunity to schedule your first meeting. Then we’ll send you a link to your personal financial planning website to get started.
- In the first meeting, you’ll share more about where you are and what you want to achieve, and we’ll give you some ideas about how we can help.
- In the next meeting, we’ll present a custom engagement proposal outlining what we’ll do and the precise fee involved.
- Why do we have to meet?
- Really two reasons, my clients appreciate the value of visiting face to face with their advisors, plus we’ll give you some tips on how to use your website to enhance the value to you.
- Later on, we use a variety of methods including Webex, Zoom and screen sharing to make as effective use of your time as possible.
- What about the pandemic?
- Your well-being, financial and otherwise, is our top priority. Much of our interaction occurs on the phone or online, even more so during the current pandemic. We endeavor to make our services as convenient for you as possible, including dates, times and delivery mechanisms.
- What does it cost?
- $2500 is due at our first meeting and is applied to your overall financial planning fee.
- What if I don't hire you?
- This is a business and we run it like one. We do serious financial planning for serious people. We do not take many new clients a year and want to make sure those new clients are as committed to the process and themselves as we are.
- Can I use my company’s financial planning benefit?
- Many of my clients are reimbursed by their company for financial planning services like ours.
