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Frequently Asked Questions

Are you a fiduciary?

Yes, always.

Do you get paid commissions?

No, never.

How are you paid?

I am paid a monthly fee for giving financial planning advice. If a client is interested in investment management, I am paid a separate fee for that service.

What does my fee cover?

Financial planning covers a wide array of topics, so it really depends on your needs. I help clients with anything that has a dollar sign in front of it.

Where will my money be held?

We use Altruist as our custodian. You can learn more here: Visit Altruist

How often do you meet with clients?

I meet with my clients quarterly (at minimum).

How many clients do you work with?

I will have no more than 50 financial planning clients. That means more time with you!

Do you have a specific type of client you work with?

I will help anyone who is looking for help, but my ideal clients are millennial couples who want travel to be a big part of their lives.

What are your qualifications?

Other than being a dope world traveler who loves helping other people achieve their travel dreams, I’ve been in the financial services industry since 2014, I have my Certified Financial Planner (CFP®) designation, and I actually give a damn about my clients!

Let's Make a Plan.

You wouldn't wait until the morning of a flight to plan a trip.

Don't wait until retirement to make a financial plan.