When seeking financial guidance, it helps to understand the standards behind the advice. Not all professionals offering financial services operate under the same expectations. One helpful question to ask is: In what capacity is this advice being provided? What “Fiduciary” Refers To The term “fiduciary” describes a specific legal and ethical standard that may apply […]

The idea of meeting with a financial advisor can be intimidating. You might worry about being judged, pressured into buying something, or confused by complicated jargon. It shouldn’t be that way. Your first meeting should be a comfortable, no-pressure conversation focused entirely on you. The goal isn’t to make a sale; it’s to see if […]

There’s a common misconception that you need to be “rich” to work with a financial advisor. Many people wait until they’ve accumulated significant wealth before seeking guidance, but the truth is, a good plan can be most impactful when you start early. You don’t need a massive portfolio to benefit from financial planning. You just […]

One of a client’s biggest concerns when seeking financial guidance is often one of the most confusing: “How much is this going to cost?” The world of advisor fees can seem complicated, but it doesn’t have to be. The most important thing is that you feel confident and clear about how your advisor is compensated […]