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Frequently Asked Questions

Robo vs Traditional Financial Advisor

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Does it cost anything for the first meeting?

No, first and foremost we want to learn about you and find out what is important to you. If we are able to help, we will then show you your options of working together and how much it will cost whether it’s an out of pocket annual fee or if it’s internal though commissions on any products you purchase through us.

Why work with a team?

There can be many benefits to working with a team. You will have more minds working together, greater accountability, and full time coverage.

Why work with a financial advisor (or CFP®)?

Financial advisors may see gaps in your plan that you were unaware of. He or she should have the training and experience of all kinds of financial products and changes in law that could impact your plan.

Why not invest with a low cost provider like an online robo wealth advisor?

While low cost providers are great because of their low fees, they might not provide everything you need such as local servicing or someone to explain to you face to face how your investments are doing. They may not be there when you need them most, in getting coaching during market downturns and reminding you of your long term goals and overall plan.

How often should I see my financial advisor?

At least once a year. Even if there are no changes in your life, it’s good to review your accounts so you understand how they are doing. For some clients with a more complex plans, 2x or 4x a year may be necessary to meet to make adjustments in a timely manner.