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Frequently Asked Questions

 

What do I need to bring to our first meeting?

 
 

Where are you located?

 
 

What is financial planning?

 
 

Isn't financial planning just for people who have lots of money?

 
 

What does ‘fiduciary’ mean?

 
 

What is "Fee-only" financial planning and why should it be important to me?

 
 

Is ‘fee-only’ the same as ‘fee-based’?

 
 

How do I implement the recommendations you make for insurance or investments?

 
 

What do you charge?

 
 

What is your investment philosophy?

 
 

Do you offer your services to businesses that would like to provide objective investment advice to their employees?

 
 

What does the word 'sankalpa' mean?