FAQs

 

  • Whether you lack the time, training, or temperament, you need a financial advisor to stay accountable and be proactive. It’s easy to document your plan on paper, but if someone isn’t in your corner looking out for your financial well-being, it’s easy to get off track. It’s about creating a to-do list, getting it done, and then doing it again – life evolves, and so does your plan. Our goal is to give you confidence in your financial decisions and free up your time, enabling you to live a better, more confident life.

  • Schedule an introductory meeting with us here. There is no charge or commitment to have an initial meeting – this is a chance for us to get to know each other. Financial planning involves a sense of vulnerability, and we want to make sure you’re comfortable with us and our approach. We’ll ask more about your finances, goals, and your feelings as it relates to money.

  • It’s worth mentioning we carry out our advisory and portfolio management under Citigroup wealth Management, but not exclusively, as we have flexibility as to associate with other financial advisors and Market Analysts under other fiduciaries or brokerages to ensure maximum utilization of both personal and institutional resources to ensure great delivery to our clients So how do we really differentiate ourselves? Clients want a relationship with someone they can trust as they embark on their financial journey, particularly as situations evolve and get more complex. Answers aren’t always black and white, and emotions can cloud your ability to achieve financial success. Having a partnership with a financial advisor who is relatable and simplifies the process is key. Our goal is to do more than manage your investments; we strive to deliver an advice-driven experience that you can count on.

  • No and no. We do not have minimum investment requirements. You also don’t have to invest what you have with us. Do you want to spend your time sorting through the financial news and various investment formulas? Probably not. Most clients pair their financial planning with investment management to maximize the benefit of our relationship together. If you engage us for investment management (most of our clients do), we will get your portfolio on the right track by helping you invest each account, looking at your entire portfolio, focusing on asset allocation design, asset location design (there is a subtle, but meaningful difference), and cost reduction. We monitor and review your investments and accounts regularly and rebalance periodically. Basically, we will take the guess work out of investing for you and keep your investments focused on you and your goals.

  • Not a problem at all. We have served clients world-wide. We utilize the latest technology enabling us to work with clients all over the country. We can meet by phone or virtually. Life is busy – we want to cause the least amount of disruption to your schedule while still allowing us to have a meaningful relationship.