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Make an Informed Financial Decision

Frequently Asked Questions

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What are your training and certifications?
What is “fee-only” vs “fee-based” financial planning and why should it be important to me?
What are the benefits of working with an independent advisor compared to a bank or large advisory firm?
What is your investment philosophy?
How do you help clients implement their financial plans?
Are you a Fiduciary?
How much do you charge?
Do you offer a free initial consultation?
How can I get started?