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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 investment services do you offer?
We provide comprehensive financial planning and investment management tailored to your goals and risk tolerance. Our team works with individuals and small business owners to build strategies that fit their unique situations.
How do you charge for your services?
We use a transparent fee structure based on assets under management, so you know exactly what you're paying. We're happy to discuss pricing details during your initial consultation.
What's the process like when I first reach out?
We'll schedule a no-pressure conversation to understand your financial goals and see if we're a good fit. From there, we'll walk you through next steps and answer any questions you have.
How long does it take to get started?
Most clients can get their accounts set up within a few weeks after we finalize the details. We'll keep you informed every step of the way so there are no surprises.
Do you work with clients outside the Oakland area?
We're based in Oakland, CA and primarily serve the local community, though we can discuss options for remote clients. Reach out to us directly to see if we can help with your situation.
What should I prepare before our first meeting?
Just bring a general sense of your financial goals and any existing investment statements you have handy. We'll guide you through what we need to know to give you solid advice.