Frequently Asked Questions

We believe that a comprehensive financial plan should be offered to everybody.  Because of that, we don't charge a fee for our first 2 meetings.  These meetings consist of our connection meeting to learn more about what you are trying to accomplish as well as our Financial Pathway Analysis to see how you are tracking towards your desired goals on your own unique journey.

We are currently licensed to serve clients in Virginia, Tennessee, North Carolina, Indiana, & West Virginia

Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.  You don't need to be rolling through life like the Monopoly Man to enjoy a sound financial plan.

We will work with you to help you establish the right balance of risk to reward for your investments.   We look at it that some things are the gas pedal and some are the brake.  They have a time and place for your picture.  Too much of either and your plan doesn't work the right way.

Life insurance is an important part of planning your estate and protecting your legacy. We offer term insurance (typically to cover a short term need for 10, 15, or 20 years) as well as permanent coverage that is designed for estate planning or protecting your wealth and allowing funds to be available for health care or education planning.