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It’s totally normal to feel a little (or a lot) lost when it comes to financial planning and wealth management. If you’re not sure where to start, we’ve got you! Here’s what we recommend based on where you’re at right now:
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Frequently asked questions
What is a financial advisor anyway?
What types of clients do you serve?
How do you typically meet with clients?
What makes you qualified to do this type of work?
Is Michelle a fiduciary advisor? John Oliver told me to ask.
If you don’t accept commissions, how do you get paid?
If I hire you to manage my money, where does it live?
I don’t even know where to start with my money... what should I do first?
You say you offer LGBT financial services... do I have to be queer to work with you?
I should be able to research this stuff and manage my money myself, right?
¿Tienen servicios en español?
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