Process & fees
Know what comes next.
A useful financial relationship starts with clear expectations. Make time to discuss what help you need, what it involves, and how you will pay for it.
A conversation with a purpose.
Start with your story.
Talk about what matters, what is changing, and what you would like help understanding.
Understand your options.
Explore the scope of support, ask about costs, and agree on what the next steps would involve.
Keep the conversation going.
Discuss how to revisit your priorities and stay in touch as your circumstances change.
Clarity about costs
Talk about compensation
before you commit.
The scope of the service and how it is paid for belong in the same conversation. Ask for an explanation you can understand and keep for reference.
- Is there a charge for the initial meeting or for preparing a plan?
- What ongoing account, product, or advisory fees would apply?
- Would the advisor or firm receive commissions or other compensation?
- Are there costs or restrictions if you change or end the arrangement?
- Which services are included, and which would cost extra?
Compensation and costs depend on the advisor, service, and product. Read our advisor relationships and compensation overview and ask your advisor for the terms that apply before making a decision.
Your first step
Start with clarity.
Do I need to have everything figured out?
No. Your goals and questions are a useful place to start. The introductory conversation can help identify what information is needed next.
Can we meet online?
Yes. C.J. and Dan each offer an online scheduling link for Zoom meetings. For an in-person conversation, contact the advisor directly to arrange a time.
How much does it cost to work together?
Ask about the cost of the initial meeting, any planning charges, product or account fees, and how your advisor is compensated before agreeing to a service. See the questions to cover.
Who would I work with?
You can contact C.J. Omoth, Dan Bodson or Lane Hagen directly. Meet the advisors and choose whom you would like to speak with.
What should I bring to a first meeting?
Start with your priorities and questions. Your advisor can explain what documents are needed and how to share them securely. Use the first-meeting checklist.
Your next step can be a conversation.
Bring your questions. Start with what matters to you.