Are you a fiduciary?
Do you get paid commissions?
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.