Frequently Asked Questions
Why would I need a financial planner?
We believe that a good financial foundation is the key to a life of financial freedom. You may not be in a stage of life which requires ongoing financial management, but almost anyone can benefit from a consultation with a trained financial advisor. The right strategy today will set you up for success tomorrow.
Do you provide a one-time product or ongoing service?
We provide both! We recommend starting with a one-time meeting for managing debt, creating a budget, or setting up savings and investment accounts. After this first step, we are happy to provide ongoing support.
Can I gift someone else a financial plan or consultation?
Absolutely! A personalized financial plan or consultation is a great gift for a graduate, newlywed, or anyone looking to build a good financial foundation. Simply input the recipient's contact info when booking and let us know in your booking request that you are purchasing a gift.