Frequently asked questions

We help individuals and business owners in Garden Cove and the surrounding area with financial planning, investment strategy review, and wealth management guidance. Whether you're building toward retirement, managing multiple income streams, or trying to get a clearer picture of where you stand, we work through it together.

We're based here in Garden Cove and primarily work with clients in California, though we can discuss your situation to see if it's a fit. Reach out through the site and let us know where you're located—we'll be straightforward about whether we can help.

Your first meeting typically runs 45 minutes to an hour, and it's really just about understanding what's on your mind and what you're hoping to figure out. We'll walk through the process and give you a clear sense of next steps before anything formal begins.

Just bring whatever financial documents or statements feel relevant to what you want to discuss—bank accounts, investment statements, insurance policies, whatever matters to your situation. If you're not sure what's helpful, don't stress; we'll guide you through it.

We work on a fee-for-service basis, and pricing depends on the scope of what you need—whether that's a one-time review, ongoing advisory, or a specific planning project. Contact us with details about what you're looking for and we'll give you transparent numbers upfront.

We typically have availability within a week or two of your initial contact, though it depends on our current schedule. Once you reach out through the site, we'll confirm our hours and get you booked at a time that works.