Do I have to be in your area or can you work with me remotely?
You’re in luck! I primarily work remotely. I work with clients anywhere in the U.S. through video conferencing and other internet-based systems. This allows us to be as efficient and environmentally-friendly as possible and avoid unnecessary travel time.
Is there a minimum amount of money I have to have to work with you?
Nope! We will start with where you are.
Where is my money held if I work with you?
We work with Altruist & Schwab, both modern tech-forward custodians. You will have full online access and a mobile app to access your accounts. Your money will be held with these custodians at all times.
What if I decide to stop working with you? How do I transfer my money?
While we certainly want to invest in long-term relationships with our clients, you are always in control of your money. Your money is held with a standard custodian and you have the option to stop working with us any time and you can continue to access your money or move it wherever you want.