Whether or not you need a financial advisor depends on your situation—but if you're asking the question, chances are you could benefit from one.

Start by asking yourself these questions:

1. Do I have the time to manage my finances?

2. Do I have the desire to manage my finances?

3. Do I have the knowledge to manage my finances?

4. Do I have the technology to manage my finances?

If you can’t answer yes to all of those questions, that is where a financial professional can step in.

One of the most important benefits a financial professional can offer is perspective. By helping you identify gaps, risks, or opportunities you may not have seen on your own, a financial professional brings clarity to complex financial decisions.

They can also serve as a steady voice of reason - helping you stay focused on your long-term goals and avoid making emotional decisions during times of market volatility or life transitions.

Our introductory meetings are always free. Just like we believe there is no one-size-fits-all approach to your finances, there is no one-size-fits-all approach to paying for financial advice.

Our financial professionals can work with clients in a variety of ways:

• Flat Planning Fee

• Hourly Planning Fee

• Commissions

• Percentage of Assets Managed

Transparency is important. Once our financial professionals understand your needs and goals, they will discuss with you the associated fees prior to you making any decisions.

Absolutely nothing! It’s simply a chance for you to ask questions and for our financial professionals to learn more about you, your goals, and whether working together would be a good fit.

In order to provide a comprehensive financial plan, we ask you to provide the following information:

• Completed Discovery Packet (Either Hardcopy or Digital via PreciseFP)

• Current Investment Statements (401k, IRA, Brokerage Account, etc.)

• Insurance Statements (Life, Long-Term-Care, Disability, etc.)

• Pension Information

• Social Security Estimates

• Savings/Checking Balances

• Recent Paystubs

• Estate Planning Documents (Will, Trusts, POA, etc.)

• Recent Year Tax Return

• Any Additional Information Relevant To Your Financial Situation

All of your documents and personal information are held in confidence.

No - our firm does not have a minimum. We believe that everyone can benefit from a financial plan no matter where they are in their financial journey.

Yes. We meet clients both in person and virtually. Our financial professionals and support staff have the technology in place so that you can reach us - wherever you are.

Simply call us or schedule an introductory appointment online: https://go.oncehub.com/PIWM