FREQUENTLY ASKED QUESTIONS
We understand that navigating your financial future can bring up many questions. Our goal is to provide clear, trustworthy, and personalized advice to help you feel confident in your financial decisions. Below, we've compiled answers to some of the most common questions we receive about our services, approach, and how we can help you achieve your financial goals.
1 / Why should I make a financial plan?
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
2 / What should a financial plan include?
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
3 / Why should I pay for financial advice when there is a lot of information available online for free?
Certainly, there is a wealth of information available online. However, the challenge is in discerning what applies specifically to your unique financial situation. Our services go beyond generic advice, providing tailored strategies based on your income, goals, and circumstances. We bring clarity and personalized guidance, ensuring you make informed decisions aligned with your financial aspirations.
4 / How do I know if I need a Money Consultation or Financial Planning services?
If you earn a good income but struggle to get ahead financially, a Money Consultation is ideal. It provides a clear roadmap, helping you reduce debt, save effectively, and make informed decisions. Financial Planning services are for those seeking a comprehensive plan aligned with their values and goals, especially focusing on retirement preparedness. We can discuss your specific needs to determine the best starting point for your financial journey.
5 / What sets your Second Opinion Service apart from others?
Our Second Opinion service is unbiased and independent. We offer a fresh perspective on your financial situation, assessing whether your current plan truly serves your needs. We delve into various aspects, including cash flow, taxation, investments, and estate planning. Our goal is to ensure you have a clear understanding of your financial position and provide recommendations that genuinely benefit you, free from any conflict of interest.
6 / What if I am unsure about committing to a long term coaching package?
We understand that everyone's financial journey is unique. Our hourly consultations are designed to offer immediate clarity and guidance. You can start with a single session to assess our services and decide if ongoing coaching aligns with your needs. Many clients find that the ongoing support provides continued value and peace of mind as they work towards their financial goals.
Remember to customize these responses based on your client's specific approach and language to ensure a consistent and authentic communication style.
