Is there a cost for the first meeting?

No, our initial meeting serves as a chance for mutual evaluation. It allows us to determine if we can effectively serve your needs, and it offers you an opportunity to assess us. As long as the primary purpose is to get acquainted, there is no charge for this meeting.

Are you a fiduciary?

Yes, we are. As fiduciaries, we prioritize your interests above all else and are committed to transparency regarding fees, compensation, and potential conflicts of interest. This means we always act in your best interest.

What licenses, credentials, or certifications do you have?

Our advisors hold a range of designations, including CFP® (CERTIFIED FINANCIAL PLANNER™), CRPC® (Chartered Retirement Plan Counselor), ChFC (Chartered Financial Consultant), CPA (Certified Public Accountant), PFS (Personal Finance Specialist), MBA (Master of Business Administration), and AIF® (Accredited Investment Fiduciary®). You can find detailed qualifications on our Team Page.

Are there any clients that you specialize in?

  • While we work with a diverse range of clients, several of our advisors specialize in assisting:
    • Business Owners
    • Medical Professionals (Doctors and Dentists)
    • Legal Professionals (Attorneys)
    • Divorced or Divorcing Women
    • Corporate Retirement Plans
  • Chevron Employees

How much contact do you have with your clients?

After the initial meetings to present and implement the financial plan, we recommend meeting 2-4 times per year for ongoing clients. The frequency can be tailored to your preferences, either through face-to-face, Zoom meetings, or conference calls.

Will I be working with only one advisor or with a team?

You will benefit from our entire team’s expertise. This approach ensures continuity and accessibility, regardless of individual advisor availability. We believe continuity is vital for our clients’ long-term success and peace of mind.

Didn’t find what you were looking for?

Schedule a meeting

    Prefer to discuss over the phone?
    (985) 893-1440