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FAQ for New Clients

Q: How much money do I need to get financial advice?

We offer a free 20 minute get acquainted phone call to find out what financial help you’d like and whether we are suited to help you with your needs. If we’re not, we’ll do our best to help you find a financial advisor who is right for you.

Q: I don’t understand finances. Can I just turn everything over to you?

We can help you with all your financial concerns and we believe it’s important to have you involved in the process. We explain the choices you have and make recommendations about them. But we never take action without your consent. Part of our role is to help explain the intricacies of financial matters. But you don’t have to surrender your ability to make choices in order to have good professional help. In fact, we believe that it’s better for you if you don’t give up control, to us or anyone.

Q: What makes your professional experience unique?

Co-founder and co-owner Linda Leitz has a PhD in Personal Financial Planning and has been a financial professional since 1979. She has served as Chair of the National Association of Personal Advisors and worked on a national level with the CFP Board of Standards as a volunteer. The approach of everyone in the firm is to integrate the important aspects of your financial life as well as the personal issues that are unique to you.