Frequently Asked Questions
Q: How can I benefit from financial planning?
A: As a result of comprehensive financial planning, you will have more disposable income and be increasingly confident about all of your finances. With the ongoing guidance of your financial planner, you will have peace of mind knowing that your finances are well-organized. This will enable you to focus on fulfilling your life dreams and goals.
Q: Why should I hire a fee for service financial planner?
A: As fee for service financial planners, we are compensated directly by our clients. We are working for you and not on behalf of an institution. Therefore, we have your best interest in mind.
Q: At what age should I consider consulting a financial planner?
A: It is a wise decision to retain the services of a financial planner at any stage in your life. We review how you have managed your finances in the past and assess your current objectives. Then we present our observations and recommendations according to your individual circumstances.
Q: When can I expect to experience the financial rewards and the peace of mind associated with your recommendations?
A: You can expect to experience the benefits of financial planning soon after you have identified your Bucket List priorities and have met with us for your initial planning meeting.