FAQs
Frequently Asked Questions
How are you different from my current Advisor?
Do I have to move all my investment assets to work with you?
How do I know you are looking out for my best interests?
As a Registered Investment Advisor we are legally bound with a Duty of Care and a Duty of Loyalty to you.
When is a good time to start my financial plan?
How long do you work with us?
Financial planning is not a one and done. As our client, we intend to work with you for life. You go through many financial phases during your lifetime, which requires good guidance along the way.
Do I have to implement all the actions myself?
We help you implement a vast majority of the financial actions required to improve your condition. However, you will need to follow through on some items on your own. Don’t worry, we help you keep track of everything.
If I have a lot of debt do I need to wait before I qualify for your services?
No. Most practice owners have a lot of personal and business debt when they start their financial plan. Our process not only teaches clients how to build wealth, but also how to get out of debt at the same time.
How much time will this take?
My financial condition is really good. What can you do for me?
Many practice owners we work with were already in a good financial position when they started with us. We love working with these types of owners because our system allows a client to take it to the next level of wealth creation, debt reduction and asset protection.
Do you help me with the sale of my practice?
Do you help me figure out my business cash flow? (Not bookkeepers or accountants, but do review financials)
Most financial advisors would never look at your business financials. WE DO. We know how important your business is to creating personal financial success. We review your profit and loss statements, make sure you are operating on the correct financial targets and that your expenses are in range based on your industry standards, and have you set up the correct accounts to capture profit.