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I’ll respond to your request within 24 hours.
Set up a free consultation and we can discuss your unique situation. I will provide a quote after our call.
I have 12 years of experience in the financial services industry. I’ve worked for JPMorgan Chase & Co., and two smaller RIA’s. I started working directly with clients in the financial planning profession in 2017. I am a CERTIFIED FINANCIAL PLANNER™ professional.
It depends. Are you going through a transition (getting married, buying a home, relocating)?
I will connect you with others in my network and they will charge you separately for their services, I don’t receive a commission or compensation for this. If I did, I wouldn’t be a fee-only financial planner. This means that I am a fiduciary and I act in the best interest of our clients. I don’t sell any products or receive any commissions for the financial planning services.
We sign an agreement for a 12-month commitment, however, if you don’t feel like it is a good fit, you can quit at any time. Fees will be prorated for the current time period.
Set up a free consultation and we can discuss your unique situation