FREQUENTLY ASKED QUESTIONS

-I KNOW OTHER FINANCIAL ADVISORS. WHY SHOULD I WORK WITH YOU?

• ANSWER: We are a fee only financial advising firm and have taken a Fiduciary Oath to make sure all investment advice given is in the best interest of you.

-I DON’T LIVE NEAR Junction City, Kansas. CAN I STILL WORK WITH YOU?

• ANSWER: YES! Being a virtual financial advising firm allows us to work with you anywhere in the world.

-CAN I CANCEL MY ONGOING PLANNING RELATIONSHIP?

• ANSWER: Yes, you can cancel at anytime with a 30 day notice.

-DO I NEED TO HAVE A CERTAIN AMOUNT OF MONEY TO WORK WITH YOU?

• ANSWER: NO! We work with clients with various sizes of investable assets. Whether you are just starting out or an investing pro, we offer custom solutions to fit your needs.

-CAN’T I JUST DO ALL THIS FINANCIAL PLANNING MYSELF?

• ANSWER: Yes, you can. We are here to assist you in your financial planning goals and make sure you don't make that big mistake of panicking and giving you realistic expectations on your investments.

-WHAT DOES FINANCIAL PLANNING COVER? 

• ANSWER: Financial planning covers all aspects of your financial life. From helping you with budgeting to estate planning, we make sure to cover it all.