Book A Call Retirement Planning Partner
Frequently Asked Questions
In our initial meeting, let's talk about what you want your retirement to look like, where you are financially today, and any questions you have. We'll explore how I can support you and discuss potential paths to help you reach your goals.
For our initial call, the most important thing is to come ready to talk about your retirement goals and what you're hoping to achieve. We'll focus on understanding your vision for the future and how I can help you get there. Don't worry about having all the financial details at your fingertips; we'll gather those in our subsequent meetings as needed. Think of this first call as a chance to get to know each other and see if we're a good fit.
As a fee-only advisor, I work solely for my clients and don't receive commissions or sell products. To begin, our initial meeting is complimentary, allowing us to focus on your needs. My fees, which we'll discuss in detail during our call, are based on an hourly rate or flat fee if we are working on a project. This ensures full transparency and allows you to understand the costs and benefits of our services.
