If I like where I have my accounts, will I have to change custodians?
You can either move to a low-cost custodian or leave [...]
Do you need the cost basis of the investments I own?
Only for taxable accounts and any stock options or other [...]
What services do you provide?
I review your financial well-being and goals, which include a [...]
How do I know if your services are right for me?
Request a free 15-minute consultation by filling out the Contact [...]