Preparing for an Office Visit
How I Work with Clients
- Initial half-hour consultations are free for potential investors
- Financial and tax consultations: $125 per hour
- Fee-based investing: generally 1.0-1.95% per year based on the amount of money under management and the level of service needed
- Commission-based investments are used for accounts under $50,000
Things To Bring
- a list of your questions so your time with me will be more efficient
- a list of some of your short and long term goals. Use a time horizon for each, but do not use dollar amounts. For example, "I'd like to take a trip around the world within the next ten years."
- your most recent tax return
- a summary of your assets and liabilities (what you own and what you owe). This does not have to be precise, so don't spend too much time on this
How to Get Here
Visit the Contact Us page for our address, and use the driving directions link to get an Interactive map from your doorstep to ours.
Remember
- your questions
- list of short and long term goals
- your most recent tax return
- summary of your assets and liabilities
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