Frequently Asked Questions

Yes! I'm here to walk you through the different types of retirement accounts, the pros and cons of each, and help you figure out which one makes sense for your situation.

Absolutely! I'll dig into your fund choices, the fees you're paying, and your goals to make sure your 401(k) is actually working for you.

Great question, and here's what makes me different: I take an education-first approach. That means we work through it together.

We'll discuss:

• Your savings goals

• Choices available

• Pros and cons of each choice

And make a decision together. You're always in charge of the final call. I'm here to guide, not to dictate.

I'm not an investment manager, and that's a good thing! I believe you're absolutely capable of managing your own money. Financial advisors charge way too much to do what you can do on your own.

I'm here to give you the guidance and education you need to become your own financial advisor.

Nope. I'm here to help you understand your investments and your financial goals. We'll dig into what you're paying your advisor to figure out if they're worth it. You're always in charge of the decisions; I'm here to provide guidance.

I'm unbiased because I don't sell any financial products. Most financial advisors are incentivized by bonuses or commissions to make specific recommendations.

Because I don't manage your money, I never make money off guiding you in any direction. My only goal is to help you!

Great question and YES!

As a CFP® I have a fiduciary duty to put your needs above my own. That means I'll never recommend something that isn't in your best interest.

Believe it or not, most financial advisors aren't held to that same standard. Let that sink in for a second. It's one of the many reasons I started this business.

My services are a straightforward flat fee. No percentage of your wealth, no hidden costs, no surprises. Check out my coaching options to find the program that fits you.

No. I don't care if you're 25 or 55. There's no such thing as too late; there's only too long waiting. The best time to start was yesterday. The second best time is right now.

That's exactly who I work with. No question is too basic. The financial industry kept this information from you on purpose; I'm here to change that.