Finance Value Plus

How do I get started with Finance Value Plus?

Getting started is easy! Simply contact us through our website or call our office to schedule a free consultation. During this initial meeting, we'll discuss your financial goals, current situation, and how we can help. There's no obligation, and we'll provide clear information about our services and fees.

What are your fees for financial planning services?

Our fee structure is transparent and competitive. We offer various pricing models including flat fees for specific projects, hourly rates for consultations, and assets under management (AUM) fees for ongoing portfolio management. During your initial consultation, we'll provide a detailed breakdown of costs based on your specific needs.

Are you a fiduciary financial advisor?

Yes, Finance Value Plus operates as a fiduciary, which means we are legally obligated to act in your best interests at all times. We provide unbiased advice and recommendations that serve your financial goals, not our own. This commitment to fiduciary duty is at the core of our client relationships.

What is the minimum investment amount?

We work with clients at various wealth levels. While our comprehensive wealth management services typically start at $100,000 in investable assets, we offer financial planning and consultation services for clients at all levels. Contact us to discuss your specific situation, and we'll recommend the best service tier for your needs.

How often will we review my financial plan?

We conduct regular reviews to ensure your financial plan stays aligned with your goals. Typically, we meet quarterly for portfolio reviews and annually for comprehensive financial planning updates. However, we're always available for consultations when major life events occur or market conditions change significantly.