Frequently Asked Questions

We never share your information with a third party unless you've given prior written consent. We also never send non-public personal information, including attachments, through email or unencrypted means. We only exchange your confidential information through your secure online portal, links that only you can open, or by telephone.

Everything, but not right away. After the first planning meeting, we'll know what documents are relevant, so we don't ask for something that isn't applicable to your situation. Sending us all of the information we request is a non-negotiable because each piece of info is vital to giving you accurate advice and doing our best work. We get it. Some people are reluctant to giving all of their information for a variety of reasons. We ask for a lot, including your trust. We want you to feel comfortable before committing to working with us. And it's not always easy to find the document or get it in the exact format we want. We won't leave you on your own but will teach you how to find what's needed.

We'll send you a secure link to our financial planning system after your first planning meeting to complete an online interview process where you connect your accounts and upload your documents into a repository dedicated to your household.