Frequently Asked Questions

The first meeting typically lasts between 45 minutes to 1 hour. It’s an opportunity for us to understand your financial goals and explore how we can best support you.

You should bring recent tax returns, pay stubs, investment account statements, retirement account summaries, insurance policies, and any other documents related to your finances.

This depends on your income, tax situation, and retirement goals. We’ll help you evaluate the best time based on your long-term plan.

When your RSUs vest, it’s important to consider taxes, diversification, and your overall investment strategy. We can guide you through the best options.

Yes, Walmart does offer a Roth 401(k) option for employees. We can help you decide if contributing to a Roth or traditional 401(k) is better for your financial future.

Timing depends on your financial goals, tax impact, and market conditions. A personalized strategy can help you maximize benefits and reduce risks.

Paying off your mortgage early can offer peace of mind, but it’s not always the best financial decision. We’ll help you weigh the pros and cons based on your full financial picture.

We act as fiduciaries, which means we are legally and ethically required to put your best interests first in every recommendation we make.

Our firm is independent and not tied to any product providers. Our recommendations are based solely on what’s best for your personal financial goals.

Your advisor is compensated through a transparent fee-based structure. We’ll clearly explain how we’re paid so you understand every detail.

We love animals, but for everyone’s comfort and safety, we kindly ask that you leave pets at home unless they are certified service animals.