How will our relationship work?
We believe constant communication is key to a successful relationship over the years, and we strive to be available to you as much as possible. You can reach our office Monday through Friday during normal business hours at 802-651-6928. If we don't answer, please leave a voicemail or send us an email. We will get back to you!
Where are you located?
Our office is at 100 Dorset St. Suite #14 in beautiful South Burlington, Vermont. The office is located in the plaza next to Barnes & Noble, above Edible Arrangements.
Who is your typical client?
We work with a wide variety of clients including individuals, families, professionals, and entrepreneurs who are looking for a long-term relationship with a financial planner. We work together with each client, with the objective to help each client achieve their financial goals and maximize their fullest financial potential.
Do you work with people outside of Vermont?
Technology has enabled us to service clients out of state, and easily work with us from any location that has an internet connection. For clients who do not have an Internet connection, we can do financial plan reviews over the phone.
How do you get paid?
Compensation depends on the services you need. We will discuss our fees with you once we understand what services you need and before we engage with you.
What is the next step? Does the initial meeting cost money?
We believe it is very important to make sure we are compatible and ensure we can work together. That is why a first a meeting to get to know each other is critical and there is no charge for this meeting.
What do the initials CPA/PFS Mean? PFS stands for Personal Financial Specialist. This is specialty credential for CPAs who are expert at helping individuals with all aspects of wealth management. It is s a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.