Questions we hear most often from people considering our team.
What happens during the introductory call?+
A conversation, not a presentation. We ask what prompted you to reach out and which financial decisions you are weighing. We explain how we work and how we are compensated. There is no obligation to move forward, and if we do not believe we are the right team for your situation, we will say so. If we both want to continue, the next step is Discovery.
How do you help transfer an existing advisory relationship?+
We help coordinate most of the process. For many brokerage and retirement accounts, you sign transfer paperwork and transferable assets move in kind, without being sold first. Some holdings cannot transfer that way, so before you authorize anything, we review what you own and identify potential restrictions, fees, or tax considerations.
Do you work with my CPA and attorney?+
Yes, we coordinate directly with your existing CPA, attorney, and other professionals so you are not the one translating between them. If you don't have the right professional in place, we can introduce you to people in the central Virginia area.
What kinds of clients do you typically work with?+
We work with individuals and families who value thoughtful planning, coordination, and an ongoing relationship. Many come to us during a major life transition: selling a business, approaching retirement, an inheritance, the loss of a spouse, or divorce.
How often will we meet once I'm a client?+
It depends on your situation and your preferences. Many clients have a full review each year with lighter check-ins in between; others prefer to meet more or less often. Beyond scheduled meetings, we reach out when life changes or markets move, and you can reach us any time in between.
