FAQ

How do I start working with you?

We start with a free initial consultation to discuss your needs and goals. Prior to the meeting, we ask you to complete a confidential questionnaire to help make the most of our time. Together we build a plan for you to help you achieve your goals and prepare any necessary paperwork. We continue to support you throughout the year and schedule quarterly meetings to ensure that your plan is on track.

What do you charge for your services?

We're a fee-based practice and as such, our fees are graduated based on the size of your account and dependent on the assets under management. This ensures that we have a vested interest in making sure you succeed. For smaller accounts, as is customary for any professional we charge an hourly fee for the time taken to build a financial plan.

Securities and Investment Advisory Services offered through Capital Analysts Incorporated, Member FINRA/SIPC