Frequently Asked Questions

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Below are answers to some frequently asked questions. If you have a question not answered below, please feel free to contact us.

If you are local to the Charleston South Carolina area, and would like to meet in person, we can discuss options to support your request. Most people prefer to engage in financial planning sessions from the privacy and comfort of their own homes – with the meetings taking place via easy-to-use online video conferencing. This allows the most flexibility and convenience for you since there isn’t any travel, potential babysitting, or gathering and transporting your financial information.

Financial Planning is more affordable than most people realize. In fact, services often cost less than the average cable TV bill; and isn’t your financial fitness worth at least as much as your TV time?

Cost should never be a barrier to you benefiting from professional financial planning services. We’re here to serve you and we’ll do whatever we can to help. Even if you think financial planning might be out of reach for you, contact us and let’s discuss it.

We don’t just hand over a financial plan then leave you on your own. Financial planning is an on-going process, not a one-time event.

To help assure maximum benefit from your plan, we not only help develop it, but also execute the plan. There are going to be tasks that only you can do, but we’ll be there to answer questions and help along the way. We will walk with you every step through the journey.

Additionally there might be times when external professionals are needed – like CPAs, attorneys, or insurance brokers. We’ll work with you to interface with these other professionals to smooth the process and assure all the parts of your plan line up as needed.