Resources
Frequently asked questions
What areas around New Albany do you work with clients in?
We serve clients throughout southern Indiana and the surrounding region, including Louisville and nearby communities. If you're unsure whether your location works for us, reach out and we'll let you know what we can accommodate.
Do you help with retirement planning and investment strategy?
We work with clients on financial planning, which includes reviewing your retirement readiness, investment approach, and long-term strategy. Our process starts with understanding your full picture before we discuss any recommendations.
Can I meet with someone this week?
We keep regular business hours and do our best to work with client schedules, but availability varies week to week. Contact us through this site with your preferred timeframe and we'll get back to you during normal business hours with what we can offer.
What happens when we first talk?
An initial conversation is usually a chance for us to learn about your situation and for you to see if working together makes sense. We'll explain how we operate and answer any questions you bring, with no pressure to move forward.
How do you work with my existing accounts and advisors?
We can review and coordinate with your current setup, whether that's accounts at other firms or relationships with other professionals. Our goal is to help you understand what you have and whether any adjustments make sense for your situation.
Are there ongoing costs once we start working together?
Our fees vary depending on the work involved and the scope of what we're managing or advising on. We're transparent about costs upfront, and we'll walk through the specifics once we understand what you need.