Q: Who are your typical clients?
A: Our clients come from many walks of life, many professions, and a range of life stages. We typically work with people who meet any of the following:
- Are motivated to achieve their financial goals
- Are looking for a long-term relationship with a financial planning team that can help them on their way
Q: Who would not be a good fit for Financial Network?
A: Anyone who believes they can beat the market, who wants the latest hot stock tip, or who wants to talk about daily stock returns.
Q: Do I have to come to your office?
A: When establishing our initial relationship, it is helpful to meet in our office and have some face-to-face time. As we work together longer, we can conduct meetings over the phone or virtually if that is your preference.
Q: Do I have to pay for our introductory meeting?
A: No. It is always free to talk to us.
Q: What are your fees?
A: Typically we charge an advisory fee as a percentage of the assets we manage. Fees are charged against the asset account value and are split on a a quarterly basis. For smaller accounts, we may charge a commission on each sales transaction. For insurance, we charge a commission. These fees cover all the services we provide.
Q: Why is the CFP® designation important?
A: CFP® professionals must have attained a college degree, and are required to complete an advanced college-level course of study in financial planning. In addition, they have passed the comprehensive CFP® Certification Examination, and have completed at least three years of full-time financial planning-related experience. Most importantly, CFP® professionals are required to act in a Fiduciary capacity for their clients, which means your best interests are always at heart. All our team members have earned the CFP® designation or are working with someone who has attained it.
Q: What is the next step?
A: You can call our office at (248) 626-3120. We will discuss what documents you should bring to the initial consultation. If you are not ready to meet yet, register to receive our monthly newsletter so you can benefit from our insights, tips, videos, and event invitations even before you become a client.