Do I need to live in the Philadelphia area to work with you?
Not at all! I serve individuals and families across the U.S. We’ll use video meetings and various technologies to deliver a virtual yet personal relationship.
Do I need a minimum amount of money to work with you?
No, I don't have an asset minimum, and I believe you can benefit from financial planning regardless of your level of assets or net worth. We’ll meet you where you are to get started!
Are you a fiduciary fee-only financial advisor?
Yes, I am. You can learn more about the fee-only financial planning model here: What is Fee-Only Financial Planning?
What is flat-fee financial planning?
Flat-fee financial planning offers comprehensive financial planning services for a set annual fee. It is becoming common and is an alternative to the traditional assets under management (AUM) pricing model, whereby charging 1% of your managed investment portfolio is common.
A larger investment portfolio does not necessarily equate to your advisor doing more work or providing more value, so why should you pay a higher fee just because you have more investment assets? Flat-fee financial planning is more transparent, offers straightforward, predictable pricing, and can eliminate conflicts of interest present in other pricing models.
How long have you been in the financial planning industry?
I have been working in the financial planning industry since 2016, offering personalized planning to individuals and families.