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?
We typically meet in my office. 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.
+What is “Fee Only” planning and why is it so important?
Fee-Only advisors are those who are paid solely by the client. We do NOT accept commission on products sold or any other forms of compensation from third parties, eliminating conflicts of interest related to compensation and allowing for objective advice.
+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.
+Will you speak to my group?
Yes. I would be grateful for the opportunity to provide value to your group. To get the process started, email me at firstname.lastname@example.org with "Group" in the subject line.
+How do I get started?
Click the button below to reach out to me directly.