Do you only work with clients in Nashville?
While the majority of clients are in Nashville, Franklin, Brentwood, College Grove and Spring Hill my services are available regardless of your physical location, and I currently have clients in many states across the country as well as expats.
Are meetings virtual or in person?
While the initial consultation will be virtual if we decide it’s a great fit future meetings can be held either virtually or in person at your discretion.
What clients are typically the best fit for your services?
Gen X/Gen Y – Generally clients in this demographic that have seen their incomes grow, and could really use some help prioritizing and simplifying their financial life.
Near/In Retirement – Many people are great savers and do well investing, but I’ve found that a lot of people could use help in leveraging their savings to maintain their lifestyle.
How are you compensated?
This is a 100% fee-only firm. With a completely transparent fee for planning and investment management I’m aligned with your interests, and do not receive any commissions.
What are your prices?
Most advisors charge 1% of client assets (if you have $1,000,000 you will likely pay $10,000/year). We’ve been prudent with our money, and I practice what I preach, so I can afford to charge less. My pricing is extremely competitive and can be customized to your situation and needs. Ranges can be found on the main page.
How have you been able to help people?
Part of the reason I really enjoy what I do is because of what it can allow people to achieve. I’ve helped people retire 10 years earlier than they thought was possible, build their dream homes/vacation homes, purchase their dream boats, and create lasting legacies for their families.
How often do you interact with clients?
That is entirely customizable based on your needs and preferences. For most people there will be a significant amount of interaction the first few months we get to know each other and fully implement your plan. After that it will likely be less frequent except for bigger life events.
What is your investment approach?
All portfolios are custom to your specific situation. Together we will work towards building and maintaining a portfolio that is designed for you whether you are focused on growing and accumulating, generating income, or protecting and preserving. I focus on maintaining the right risk level for your situation, keeping costs as low as possible, and minimizing the impact of taxes.