FREQUENTLY ASKED QUESTIONS
Do I need to be local to you or can you work remotely with me?
I primarily work remotely, which means I work with clients anywhere in the U.S. via video conferencing. If you are local to the Cedar Valley area I can also meet in person.
Do you require a minimum amount of money in order to work with me?
No, I don't require that you have a certain amount of assets to hire me as a planner.
How often would we meet if I were to work with you?
It depends. For an ongoing planning engagement I will meet with you 2-3 times per year. Initially, we may meet 3-4 times.
Why should I consider working with a financial planner?
A good financial planner serves as your guide, and helps you proactively stay on track with your financial goals, provide ongoing education, and be a resource when life throws a curveball into your plans. Regardless of your level and confidence in your own planning, hiring a planner will help you live a more fulfilled and confident life.
How long have you been practicing?
I have worked in the financial services industry for 9 years.
What are your qualifications?
I am a CERTIFIED FINANCIAL PLANNER™ which is one of the most distinguished designations one can achieve in the financial services industry. A CFP® must go through a rigorous and comprehensive educational program and exam in order to achieve this designation, along with meeting an ethics and experience requirement. Lean more about the CFP® designation here.