How do you change for your services?
we offer transparent, fee-based pricing. Our fees are typically based on assets under management, but we also offer project-based and hourly consulting options. We'll discuss all fees upfront during your consultation.
Do you offer virtual meeting?
Yes, we offer both in-person and virtual meetings to accommodate your preferences and schedule. Many of our clients prefer the convenience of virtual meetings, especially for regular check-ins.
How often will we meet to review my financial plan?
We typically schedule quarterly reviews, but the frequency can be adjusted based on your needs and preferences. We're also available for ad-hoc meetings when major life events or market changes occur.
