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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What kinds of financial planning do you handle for clients in Putnam?
We work with individuals and small business owners across Connecticut on retirement planning, investment strategy, and financial goal-setting. Our approach focuses on understanding your situation first, then building a plan that fits your actual needs rather than pushing products.
Do you work with people outside of Putnam, or just locally?
While we're based in Putnam, CT, we serve clients throughout the region and can often work remotely depending on the services you need. Give us a call or use the contact form on this site to discuss whether we're the right fit for your situation.
How long does it usually take to get a financial review done?
An initial consultation typically takes 45 minutes to an hour, and we can often schedule these within a week. A full financial review usually takes a few weeks depending on how much detail we need to gather from you.
What should I bring when I come in for my first appointment?
It helps to have recent statements from your bank, investment, or retirement accounts, along with any existing insurance policies or financial documents you want to discuss. If you're not sure what's relevant, just bring what you have—we'll guide you through what we actually need to look at.
Are your fees based on assets under management, or how does pricing work?
Our fee structure varies depending on the type of work and your situation, so there's no one-size-fits-all answer. Contact us through this site with a description of what you're looking for, and we'll explain exactly how we'd charge for that specific service.
Can you help coordinate with my existing accountant or attorney?
Yes—we regularly work alongside other professionals to make sure all the pieces of your financial picture fit together. We're happy to communicate directly with your other advisors to keep everything aligned.