Read Our Frequently Asked Questions (FAQ)
What does “Fee-Only” mean?
It means we never receive compensation from any third party, EVER. We don’t get paid to sell you or to recommend financial products. We are not compensated by insurance, mutual funds or brokerage companies. Fee-Only means the only fee we receive for our services is paid directly by you, our client. This eliminates conflicts of interest when we make financial recommendations. We have no allegiance to any company or product.
Do I have to be in your area to work with you?
Of course not. My office is located in Greensboro, NC - I LOVE this city and state, but I have the tools and technology to work with clients in almost any part of the country. Location should not be a barrier to you gaining financial clarity by working together.
Why should we work with you instead of a larger firm?
Being a solo-practitioner allows me to separate myself from all other ties to simply be your financial advocate. When you choose to work with me, you work with ME. You’re not handed off to a service team, you’re not just another client, and definitely not just another notch in the belt along the way to meeting some quarterly quota set by upper management. I’m invested in your success and want to be by your side, helping you make informed decisions along your financial journey