FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Clear, straightforward, and fee-only pricing. "Experience it before you commit". Free 30-minute introductory meeting and free, no-commitment 75-minute Family Wealth Strategy meeting where we'll walk through 20 questions/areas of planning and create an action plan that can be put in place on day 1 whether you hire us or not! If you hire us, the fee covers 2 Strategy Meetings per year. We also know that life happens, and we're here for you when you need guidance for key decisions or when plans change, by scheduling a "Huddle"! Monthly, flat fee as little as $575 per month and can go up from there depending on Net Worth. The fee is "locked-in" every 2 years. No requirement to move assets or open an account. You get ongoing access to your own Ridgeline Dashboard that'll serve as your Hub for your financial plan. No commissions or product sales
- What is your typical process for working with a new customer?
Full process below: 1. Tell Your Story - Free 30-minute introductory meeting 2. FAMILY WEALTH FORMULA® - Family Wealth Strategy Meeting (Free) 3. FAMILY WEALTH FORMULA® - Investment Strategy Meeting 4. FAMILY WEALTH FORMULA® - Tax/Wealth-Building Strategy Meeting 5. Annual Strategy Meetings we call "Summits" and "Huddles" Ridgeline is intentionally location-independent with advanced tech tools that allow us to easily work with anyone across the United States. We have clients from Florida to Alaska, California to Michigan, and numerous places in-between. You get a flexible, efficient working relationship with our team (and no sitting in traffic or a stuffy office).
- What education and/or training do you have that relates to your work?
Recently took the Certified Financial Planner exam Passed the Certified Kingdom Advisor exam BS in Kinesiology; Minors in Business and Theology