Questions related to fees:

Do you charge a % of investment assets managed?

Why do you charge based upon income and net worth? Will my fee ever change?

How do you calculate net worth?

Can I cancel my ongoing planning relationship?

Questions related to services:

What is your investment philosophy?

Who is GeoWealth and why do you partner with them?

Where are my assets held? How do I keep track of everything?

Why should I work with you instead of doing this myself?

How do you make referrals to other professionals (estate planning, CPA, etc.)?

Questions related to who we serve:

I don’t really fit exactly into one of the example clients – can I still work with you?

Do I need to have a certain amount of money to work with you?

Do I need to live in Rhode Island to work with you?