Q: Are you a fiduciary?
A: Yes!

Q: What is in your investing philosophy?
A: Passive.  I utilize low cost index funds whenever possible.  

Q: Do you make commissions from recommending certain products or services? Do you earn money from referring clients to specialists (CPAs, estate planning attorney)? 
A: No.  I am a fee-only (advice-only) financial planner. I do not sell products or earn money when connecting you to professionals in my network. 

Q: Who do you work with? 
A: I specialize in working with young professionals in their 20's, 30's, and 40's who are looking to optimize their wealth building strategy.