FAQs
Most Popular Questions
Have a question that you don’t see here? We’d be happy to answer it for you. Give us a call, send us an email, or schedule a free meeting on our calendar.
Nope! We are able to work with clients from anywhere in the US completely virtually.
No. We understand that many people in their 30s and 40s have not yet accumulated the minimum level of assets that many RIAs require to work with them.
Our Movement service has been designed with you in mind.
Wealth Management = Financial Planning + Investment Management
Learn more about what goes into Wealth Management on Our Services page here.
Since we are fee-only, we only receive payment directly from our clients.
We never receive commissions for selling products, kickbacks for recommending you to work with another professional, or any other sort of compensation.
This is intentional to reduce conflicts of interest and to increase fee transparency.
Yes, we are!
We think a better question is 'Are you a fiduciary 100% of the time'.
Not sure what 'fiduciary' means? Learn more here.
Looking for a Financial Planner Focused on You?
We welcome the opportunity to learn more about you and your financial situation!