Frequently Asked Questions

Click + for answers to each question

+Who is your typical client?

The typical client in the weatlh builder program is a young family or professional in their 20s, 30s and 40s.

A typical client in the wealth management program is an established family in their 50s and 60s.

+What does fiduciary mean?

A fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. VFC proudly operates as a fiduciary to all clients. If you would like more details on what that looks like, check out My signed fiduciary oath to you.

+How would we meet?

Our first interaction would be over a brief phone call. Then, we will meet over a video/screen sharing software product called Zoom. Meeting over video software allows us two major conveniences. First, you can join the call from anywhere you have an internet connection. Second, the software allows me to share my screen to better explain different financial concepts and also allows you to share your screen in case we need to do something like open an account or transfer money while we are on the call together. This greatly reduces the amount of followup tasks between meetings.

+I don’t live in East Tennessee. Can I still work with you?

Absolutely. We work virtually with clients nationwide.

+Do I need to have a certain amount of money to work with you?

No, VFC has no net worth or assets minimums. All financial planning services are tailored for your unique situation.

+How do I get started?

Click the button below to reach out to me directly.