Frequently Asked Questions

---

Everyone is unique and valuable, your desires and resources should be taken into acccount to find the right amount for you personally.

Our first meeting will determine if this is a good time, whether we are a good fit for each other and if we are not.  

There is no cost to meet with us to explore if we should engage our services.  Our client relationships are such that we consult very regularly with your accounting and legal professionals.  Your changing personal needs should be up to date as life throws you any curves.  Managing your expectations usually doesn't work well if we charge by the hour.  Most of the financial solutions we provide will pay a commission to our firm which is how we are profitable.