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frequently asked questions

What can i expect from our first meeting?

Consider your complimentary first meeting as an introduction to one another. Financial planning is a trust-based, collaborative relationship and our initial meeting assists in determining whether we are a good fit to work together. We will learn more about you and your family, your financial goals, ask questions- and most importantly, listen intently to what is important to you. From here, if the mutual decision is made to move forward, we will discuss what the process looks like in your unique planning situation and how best to proceed, together.

what is the best way to save for retirement?

The answer to this question depends on various factors, including but not limited to, your financial situation, risk tolerance, lifestyle, and long-term goals. However, there are several commonalities woven throughout planning that you can use as a checkpoint- start early, contribute to a retirement account, diversify your investments, monitor and adjust as needed, and last but certainly not least- seek professional guidance. It is important to remember saving for retirement is a long-term commitment. It is essential to regularly reassess and adjust your approach, as needed, to continue on the path towards meeting your goals.

How much money do i need to retire comfortably?

The amount of money needed truly varies for each client. There are many factors to consider that will determine what you will need to retire, including but not limited to; your current and future spending habits, lifestyle choices, healthcare/long-term care costs, cost of living, taxes, supporting parents or adult children, savings, liabilities, etc. Inflation is ever present in the background as well, causing prices for goods and services to increase and purchasing power to decrease. Our team will work with you to assess your needs, create a tailored comprehensive plan, and navigate the details.

why should i work with a financial planner than do it myself?

Although some have the skills, knowledge, and time, many people do not have the experience or comfort level and can greatly benefit from a financial planning professional. We provide advice and strategic insight across the full financial spectrum which positively impacts our client's financial lives. Additionally, we coordinate with your professional tax, legal, and insurance counsel you have in place, giving you more time to focus on the things most important to you.

do you offer virtual or phone meetings?

We offer appointments that fit your lifestyle. Traditionally, we meet with our clients in-person at our office, or schedule via Zoom video conference/phone, as needed. We have clients across 10 states, so being local is not a requirement! In specific cases, we have even been known to make a house call. Let us know the best way to connect with you.

is there an account minimum for your clients?

Our minimum investable assets required for new clients is $500,000. However, if you have been referred by an existing client, a trusted community partner, or there individual circumstances or life transitions being navigated, we can waive the minimum.

how can i view my account online?

Once we establish a relationship, you will have access to our client portal and will have an integrated view of all of your accounts, which update on a daily basis.

can i have a financial plan done without investing assets?

We offer a financial plan 'a la carte' option for a flat fee. Ongoing monitoring and analysis are included.

Still have questions? We did not summarize all frequent questions we hear, so please contact us if yours was not addressed!

We would love to connect with you.

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