Frequently Asked Questions

Do you charge a fee for a consultation?

No there is no fee for your consultation. We offer complimentary, no obligation confidential consultations where our objective is for us to get to know you better and for you to get to know us, so we can determine if we are a good fit for each other.

What if I am not retiring any time soon? Can I still work with you?

Yes! We believe that it is never too early to start planning for your future and building foundations that can withstand the test of time. Many of our clients end up referring us to their children so that they can be better prepared for their financial future.

What if I already have an advisor?

That is great! We believe that our clients should have an advisory team comprising of financial professionals that may specialize in different areas of their financial life but should work together to coordinate their financial decisions to maximize their efficiencies.

How Do I set up an appointment?

You can call our office at 707-514-7256 or click here to submit your information and someone from our team will reach out to you.