A Better Path to Your Financial Goals 👋
Retirement, Without the "What-Ifs"
Our first call is about understanding you and your situation, with no strings attached. We talk through what you actually want your money to do and turn that into simple, real-world targets.
Remove the Uncertainty
Worried there are "unknown unknowns" in your plan? I give you a straightforward read on where you stand today and what I would change first to keep you on track.
Transparent, Conflict-Free Advice
I walk you through my process and fees so you know exactly what you pay and what you get. This helps you compare me with anyone else you talk to and decide what feels right.
Frequently Asked Questions
What can I expect on the intro call?
It is a relaxed conversation. I ask a few questions about your goals, what worries you, and what you want help with. You can ask me anything about how I work. There is no pressure to make a decision on the call.
To get ready, think about this: “In three to five years, what has to happen for you to feel good about your finances?”
How much are the fees?
My fees are based on the investments I manage for you, called assets under management, or AUM. As your AUM grows, the effective percentage you pay goes down. In most cases, the fee is taken directly from your investment accounts each quarter, so you do not have to write a check. I walk thought the numbers with you before you decide anything.
When is the best time to hire a financial advisor?
It makes sense to get help if any of the following sounds familiar, including:
- You lack confidence in your current financial plan and want a clearer picture so you can worry less and feel more secure.
- You are not sure if you can retire when you want
- Managing your money has become stressful or confusing
- You are making a big decision, like changing jobs, retiring, or selling a business
- You want your family to have a trusted person to call if something happens to you
Why should I hire a financial advisor instead of doing it myself?
I help you avoid common mistakes, stay on track, and make decisions with more confidence. You’ve probably heard the quote, “If you want to go fast, go alone. If you want to go far, go together.”
Making decisions with a trusted financial advisor often provides better outcomes than making decisions without a financial advisor.
Don't take my word for it. Just Google the phrase, "How much higher are the returns for investor who work with a financial advisor?"
What are my next steps if I am interested?
First, schedule an intro call. We can talk by video or phone.
After the call, it is up to you if you want to schedule a second consultation to continue the conversation. If you decide not to move forward, that is fine too.
What if I do not know much about investing or feel behind?
That is very common. You do not need to be an expert to work with me. I’ll explain things in plain English, at your pace, and we’ll start from where you are today.
My goal is to help you figure out when you can retire based on your situation and help you feel more confident and secure about your money.
Disclaimer
This video is for example purposes only. Video content shared through this service is provided by individual advisors for introductory and informational purposes only. Advisors are solely responsible for the accuracy and compliance of their content with applicable laws, regulations, and firm policies.