Frequently Asked Questions

Click + for answers to each question

+If I want to work with you. What does that look like?

I like this question because personally I prefer to know each step of the process when I look to work with someone. Our first step would be to have a quick 15 minute chat so I can learn more about you. You can schedule that chat by clicking here. Then, after our first 15 minute chat, we will start the process outlined in the 5 Easy Steps tab outlined above.

+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 typically meet in my office for the first meeting. However, if meeting in person is difficult to fit into your schedule or you are located outside of Knoxville, we can meet virtually via online video conferencing software.

+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.