Frequently Asked Questions
Do I have to be in your area to work with you?
No, we are a virtual financial planning office and meet all of our clients via screen sharing or phone. We work with clients all over the world. We created our business this way because most of our clients work late, have kids, manage busy schedules and/or move often.
Any individual or family seeking financial confidence can benefit from our services. We serve people from all walks of life. Clients have the flexibility to work with us on a one-time, as-needed, or ongoing basis. We welcome clients who simply need a one-time financial consultation or second opinion, as well as those who need full financial planning or ongoing investment management services.
In addition, any business or organization seeking quality unbiased financial education for their employees or members can benefit from financial education programs.