What do you do?
We believe there are things in life that are more important than money. We will help ensure that financial decisions you make will be aligned with your most important goals and your most deeply held values.
Here is a list of common questions that our clients ask us. If you need more information don’t hesitate to get in touch with us.
We believe there are things in life that are more important than money. We will help ensure that financial decisions you make will be aligned with your most important goals and your most deeply held values.
Our process is focused on establishing whether there will be a good fit in working together. If we both agree, then great. If not, our process is designed to give you clarity about your situation. So even if there's not a fit, we will have added value and direction for you.
If the elements of our Ideal Client Profile and the process we follow resonate with you, then you will enjoy the journey. Candidly, neither of us will know for 12 to 18 months whether or not there is truly a good fit. In the meantime, we assure you that you will have an experience that is offered by very few financial advisor teams.
Since we don't charge by the hour, our clients feel welcome to call us with any questions, issues, or just to brainstorm. We look forward to these calls and take pride in our ability to help our clients in any way we can.
Fidelity will send you monthly account statements directly, and FMN will send you quarterly performance reports.
Information used and displayed is provided for information purposes only and does not constitute a legal contract between the websites admin and any person or entity unless otherwise specified. information is subject to change without prior notice. although every reasonable effort is made to present current and accurate information, design n rank inc makes no guarantees of any kind.
