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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 types of financial services do you offer?
We provide comprehensive investment management and financial planning services tailored to individuals and small businesses. Our team works with you to build a strategy that matches your goals and risk tolerance.
How do you charge for your services?
We use a straightforward fee structure based on assets under management, so our interests align with yours. We're happy to discuss pricing details during your initial consultation.
Do you work with clients outside of Detroit?
We're based in Detroit and primarily serve the Michigan area, though we can discuss your specific situation when you reach out. Contact us to see if we're a good fit for your location.
What should I expect during my first meeting?
We'll start by learning about your financial situation, goals, and what matters most to you. From there, we'll outline how we might help and answer any questions you have.
How quickly can you get started working with me?
We typically can schedule an initial consultation within a few business days of your request. Once you're ready to move forward, we'll work with you on a timeline that makes sense.
Are you the right fit for my financial needs?
That's a great question to ask, and we'd rather be honest about it than oversell. Reach out with details about what you're looking for, and we'll let you know if we can help.