Q: What typical questions do clients have? 

• Can I retire and live with financial independence?
• I'm not sure where to go for objective advice and I need help interviewing and hiring professionals on my advisory team.  Can I just hire someone for education and to be an advocate?
• How much college education can I afford to provide for my children/grandchildren? And what other goals does this affect?
• How do I plan to make a large purchase, such as a boat, and how will that effect my other goals?
• How will real estate purchases effect my future financial situation?
• Major life changes/transitions-marriage, retirement, new jobs, relocation, divorce, death of a family member
• Will my family be protected if one of its members passes away?
• How do I leave money to my children?
• How can I donate to charities without compromising my financial security?

Q:  What does your financial planning process look like?

A: Typically, I meet for an initial consultation to understand what you’re trying to accomplish and if I am a good fit for your needs.  If you decide to move forward, I start analyzing your documents and develop a preliminary plan for you to review.  Based on the preliminary plan, you will work with me to decide what makes the best sense for you.  That’s when I finalize and deliver your comprehensive written plan.  After that, it’s time to implement.

Q: Are you affiliated with any outside companies?

A: No. 

Q: How are you compensated?

A: We charge an hourly rate.  We do not sell any product nor do we receive any compensation if we need to refer you to another tactical professional.