FAQ

Do I need to come to your office?

No. We will meet you at your home, your office, or another place you choose. You are always welcome to come to our office, but the choice is yours.

Do you have evening or weekend hours?

Yes, please call for an appointment.

Do you have a minimum net worth requirement?

We do not. We are not looking for how much you have; rather do you have a great attitude regarding your finances. If you know how to live within your means, and emphasize saving over spending, you are the type of person that will benefit the most from our services.

How much are your fees?

Our fees for most specific services are either a flat fee, or billed on an hourly basis. For investment management, fees are a percentage of assets under management. Before we begin any service, we will provide you with the expected fees and ensure that you understand our billing process.