I don’t live in South Carolina. Can you still work with me?

We can serve US Citizens across all 50 states. Thanks to virtual meetings, e-signature, secure file sharing, etc., geography is not longer a barrier.

Why is there such a large upfront fee?

There is a tremendous amount of work at the beginning of the planning process. There are many hours of client conversations, data gathering, analysis, and plan construction.

Can I cancel at any time?

Yes, simply send me an email and let me know you'd like to end the relationship. No hard feelings!

Do I have to commit to paying for an entire year?

No, the fee is pro-rated and charged for work done the month prior. You may cancel at any time and will not be charged for the remainder of the year.

Do you have a minimum account size?

We do not have a minimum account size. Everyone has to start somewhere!

Can I choose either investment management or financial planning?

Yes. You can choose either/or, or both.