Frequently Asked Questions

Yes! I am here to educate you on the different types of retirement accounts available to you. We’ll discuss the pros and cons and help you make the right decision for you.

Absolutely! I am happy to analyze your fund choices, the fees and your goals and help you maximize the use of your 401(k).

An important distinction about my approach is that I always take an education-first and collaborative approach.

We’ll discuss:

• Your savings goals

• Choices available

• Pros and cons of each choice

And make a decision together.  

It’s very important for my clients to know that I am here to guide them, and they are always in charge of the final decision.

I’m not an investment manager - and that’s a good thing! I believe everyone is capable of managing their own money and financial advisors charge way too much to do what you can absolutely do on your own!

I’m here to provide guidance and education to empower you to become your own financial advisor.

Nope. I am here to help you understand your investments and your financial goals. We’ll dig deep in to what your paying your advisor to determine if you want to continue to use them. You are always in charge of the decisions related to managing your investments - I’m here to provide guidance.

I am unbiased because I don’t sell any financial products. Most financial advisors are incentivized by bonuses and/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 would never recommend something that is not in your best interest.

Believe it or not, most financial advisors are not bound by a fiduciary duty - which is one of the many reasons I started this business.