The Value of a
Multiple independent research studies have quantified the value added by fiduciary financial advisors up to 1.75% to 3% after fees. This doesn't include a portfolio's potential return over a benchmark (S&P500).
See Our Value With No Obligation or Commitment
There is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your investment portfolio.
We start by gathering info from you to see where you are and where you want to go to make your strategy session full of value.
Plan on 10-15 minutes to zip through this.
During this 1-hour virtual meeting, we'll answer your top questions in plain English and review the best strategies to accomplish your long-term goals.
If we both feel working together is a good fit, we'll review our proposal showing exactly what you can expect working with us.
We ask every potential client to take a night to sleep on it before making a decision. You're in control, and sleep can bring clarity.
No hard sell, no pressure. If it's not the right fit, we'll go our own way as friends, and you'll have valuable resources that will help you make a confident decision in the future.