Frequently Asked Questions

Financial planning and wealth management are fundamental to what I offer. What sets my services apart is a personalized approach that truly reflects your individual needs and values. Together, we'll work on crafting future financial projections that go beyond just numbers. By integrating essential financial planning principles with your personal values, I ensure that every financial decision we make aligns seamlessly with what matters most to you. This collaborative process not only enhances your financial wellbeing but also brings peace of mind, knowing your financial journey is tailored specifically to your life goals.

I have the pleasure of working with a diverse range of clients, each bringing their unique personal circumstances and ages to the table. However, they often share several key traits that make our collaboration impactful. My clients typically embody a responsible mindset and uphold strong family values, often guided by faith-based principles. They are open to advice and eager to explore strategies that will help them leave a meaningful legacy. Whether navigating the complexities of wealth or planning for future generations, my clients are motivated to take charge of their financial futures with confidence and purpose.

I've been working in the financial industry as an advisor since 2014 and my professional credentials include:

• CFP - Certified Financial Planner

• AMPA - Accredited Portfolio Management Advisor

• BFA - Behavioral Financial Advisor

I believe in transparency and flexibility when it comes to my fee structure. Typically, I offer a combination of flat fees and percentage-based fees depending on the complexity and scope of the services required. For example, flat fees are often used for comprehensive financial planning sessions, while ongoing wealth management may have a percentage-based fee reflecting the assets under management. This allows us to align our interests closely and ensures that you receive exceptional value for the assistance provided. Ultimately, my goal is to create a clear and understandable pricing framework, helping you feel confident in the investment you're making in your financial future.

My investment philosophy is rooted in a clear and strong principle: aligning your financial goals with the investments in your portfolio. As we go through the financial planning process together, we will identify how your investments should be structured to achieve the long-term returns necessary for your objectives. Think of your financial plan as both a road map and a compass, guiding our investment decisions and ensuring we’re on the right path toward reaching your aspirations. This tailored approach not only empowers you but also instills confidence in every investment choice we make together.

The specific investments held in your investment accounts will depend on your unique risk tolerance, time horizon, and financial goals. We take an evidence-based approach when selecting investments for clients' portfolios, relying on extensive research and data rather than trying to predict market trends. This strategy minimizes risk and maximizes long-term returns for my clients while also providing a diversified portfolio that can weather market volatility.

Overall, my investment philosophy is centered around creating a personalized plan that aligns with your individual needs and circumstances. Through consistent communication and regular reviews, we can ensure that your investments continue to support your financial goals as they evolve over time. My goal is to help you achieve financial success through a well-structured and tailored investment approach.

We will generally touch base on a quarterly basis to ensure everything is aligned with your financial objectives. During the year, we'll hold periodic meetings where we dive into specific topics that pertain to your personal finances, keeping our discussions focused and relevant. You can look forward to engaging conversations aimed at organizing your financial landscape and keeping you on track towards your personal and financial aspirations. Of course, if something urgent arises and you feel the need to meet sooner, just give me a reasonable notice, and I’ll be more than happy to accommodate!

I will be your main point of contact and will provide you with tailored advice during our meetings. I'm lucky to have a fantastic team behind me, and there may be times when I invite other experts to join us, particularly when we’re tackling specialized topics. If I happen to be out of the office, rest assured that my team members are well-equipped to support you in my absence and ensure your needs are met seamlessly. Your financial journey is important to us, and we’re here to make it as smooth and informative as possible!

Measuring success begins with a clear understanding of what it means to you. We'll kick things off by defining your unique goals, envisioning your future, and identifying your core values. This foundational step sets the stage for our ongoing discussions. Throughout our meetings, we’ll regularly check in on your progress, ensuring we're on the right path. Plus, with the financial planning tools at our disposal, you'll be able to easily track your savings, investment growth, and net worth. Together, we'll celebrate milestones along the way and adjust our strategies as needed to keep you moving toward your vision of success!