Frequently Asked Questions
By law, Registered investment advisers have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their client’s best interests.
We first discover a client’s most essential goals in life before formulating a financial plan, so that the client’s finances support those goals. We attempt to help you live the best life possible with the money you have.
Your current goals would be the starting point. As your financial advisor, it is my job to ask relevant questions to discover the goals that are important to you and what kind of a life you and your family wish to live, now and in the future.
You are unique as are your goals, concerns and your life experiences. Your values regarding money are unique as well. Similarly your financial plan will be unique to you, not a generic template. Hence i don’t provide any sample plans.