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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What kinds of financial planning do you handle for Mount Vernon area clients?
We work with individuals and small business owners on investment strategy, retirement planning, and financial goal-setting tailored to your situation. Our approach focuses on understanding your priorities and building a plan that makes sense for your life and timeline.
Do you work with clients outside Mount Vernon?
We're based in Mount Vernon and primarily serve the surrounding Illinois area, though we can discuss your specific location when you reach out. Contact us through the site and we'll let you know right away if we're a good fit for your needs.
What happens at our first conversation?
We'll listen to what's on your mind financially and ask questions to understand where you are now and where you want to be. This helps us figure out whether our services match what you're looking for and what a working relationship might look like.
How do you structure your fees?
Our fee model depends on the scope of work and services you need, and we're transparent about costs upfront. Reach out through the site and we can walk through pricing options during our initial conversation.
How quickly can you get started with a new client?
Timing varies depending on what you need and our current availability, so we work it out once we've talked through your situation. Contact us and we'll give you a clear sense of next steps and when we can begin.
Can you help me review investments I already have?
Yes—many clients come to us to get a second opinion on existing portfolios or to see if their current strategy still fits their goals. We can do a review and talk through what we find during a consultation.