Just like you, we have young families and are busy with life!
We get it. All we need is an hour of your time every 3 months to get you started towards financial success.
Once we have a clear picture of your situation and what you want to accomplish, we put a step by step plan to help you make your goals a reality. Here’s a few things we make sure of:
Yes and that’s the only way we would do our job. We want to take the responsibility of your financial success on our shoulders. That can only be done if we are giving you financial advice that is in your best interest. To us, it’s just common sense!
There are 2 ways we get paid:
MoneyCoach manages our clients’ assets. We have put together protective growth strategies to help our clients get healthy returns while avoiding the risk of large drops. We never understood why investors needed to ride the waves of the market, it’s not only stressful, it can actually lower growth of your assets. (Ask us why the next time we meet)
We don’t! If you are only starting, we can help you as well. All we are looking for are clients that want our financial advice.
We would love to! An important part of what we do is to educate our clients. We have the heart of a teacher and will spend the time you need to feel comfortable with the financial advice we will be giving you. Over time, we promise to make you a savvy investor!
Life is much more than retirement. We don’t want our clients to wait until retirement to live life. And we don’t just say it, we did it!!! Both Patrick & Pedro’s family moved to Charleston to live a better life. We will help you get the most out of life, now and in the future.
We use TD/Ameritrade Institutional as our custodian. Once you become a client with them, you simply give us the permission to manage your account for you. The company is the leader in helping independent Registered Investment Advisors with their business. Please don’t send money directly to us!
At the beginning of our relationship, we will meet often and in person. There are a lot of things to share and we want to make sure we get you started quickly. However, we understand you are busy with family activities, work and life. We will find out how to accommodate your needs the best way we can.
NO! We don’t have shareholders to please. We don’t want financial-company kick-backs to incentivize us to sell their products. We got rid of all conflicts of interest to be better aligned with you, the client.