Frequently Asked Questions

    • $3,000 annually for a single membership

    • $3,500 annually for a joint membership

    • Billed quarterly. Membership pricing is clear & transparent! Your membership does not increase as your accounts go up.

    • Benefits included in your membership:

    • Investment management

    • Unlimited changes and updates to your financial plan

    • Creation and management of your Estate Planning Documents (Wills, Financial POA, Medical POA, Trust)

    • Federal & state tax planning

    • CERTIFIED FINANCIAL PLANNER™

    • Accredited Behavioral Finance Professional SM

    • To to take the weight off your shoulders if you don’t have the time, willingness, or ability to manage your own personal finances.

    • To walk through life with you. Set goals, track progress, help you reach financial freedom, and celebrate the wins along the way.

    • Fiduciary duty means a financial advisor acts in the best interests of the client at all times when providing financial advice and financial planning. CFP® professionals commit to CFP Board to act as fiduciary.

    • Zoom - Planning sessions

    • Altruist - Investments

    • Right Capital - Planning

    • Wealth.com - Estate planning

    • Holistiplan - Tax planning

    • There will be two apps! (Not required, but highly recommended). Altruist to review your managed accounts and Right Capital to review your financial plan.

    • 100% virtually! All communication is via Zoom, phone, or email. No driving necessary.

    • There is no minimum or maximum quantity of connections! You have unlimited access to me. We’ll start by email and if we need more time together then we’ll use Zoom to continue our discussion!