FREQUENTLY ASKED QUESTIONS
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Let’s set up a time to chat and depending on client flow, we will get started as soon as we can!
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Investing with us is not required. We can work together on your financial planning and review your investment allocation – if you’re confident in your investing – we’re celebrating that with you!
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We would love to hear why and work with you if there are any issues. We get it that life happens, too, and no problem - 30 day notice is all that’s needed.
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Nope, we do not earn any commissions and have to report any conflicts of interest to you.
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It’s based on your situation and complexity involved. We will disclose any fees upfront that you will agree to prior to beginning our work together.
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As a fiduciary, we are obligated to act in your best interest, it is the highest standard of care in the industry.
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We deeply understand the financial circumstances of women, but love working with couples where the woman is very active in the finances, too!
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Absolutely! We love meeting with clients over zoom near and far!
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Yesssss!!! Solo entrepreneurs have unique needs balancing personal and business finances and we get you! We can help you get organized, analyze where you’re at and help you plan for the future – your success is also our success and we will be supporting you and cheering you on, every step of the way!
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There is no charge, it is our time to get to know each other and see if it’s a good fit.
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We are all about impact and there are options, let’s definitely talk about it!
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There is no reason to feel that way! No one is perfect with their money and this is a judgement-free zone. We are looking to the future – not the past!
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We’ll work with you to meet you where you’re at, there are always strategies you can use - it’s never too late to make money moves!
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Investing in your financial future may not be as sexy, but it will show you results, how about that door dash, amazon shopping spree or new shoes you bought? :)
