Read our Frequently Asked Questions

How long have you been practicing?

I have been working in the financial services industry since 2009. Prior to that I earned my undergraduate degree in Personal Financial Planning from Texas Tech University; one of the top personal financial planning programs in the country.

Do I have to be in your area or can I work with you remotely?

You're in luck! I only work remotely. I work with clients anywhere in the United States utilizing web-based technology like Zoom. This allows us to be more efficient and avoid unnecessary travel time. However, if you're in the area and would like to grab a cup of coffee, please let me know!

Is there a minimum amount of money I have to have to work with you?

Nope! We encourage you to start with our Dreams to Action™ Plan and then if you desire ongoing planning, advice & investment management you can upgrade to our Dreams to Action™ Plus service. Please see our Services & Pricing page for the details.

Are you a fiduciary fee-only advisor?

Yes! And if you're not sure what that means, you can read about fee-only advising here.

Where is my money held if elect investment management services at Comal Wealth Management?

The custodians we have selected are Shareholders Service Group and SEI Private Trust Company. You will have full online access and a mobile app to access your accounts. 

How much does it cost to work with you?

Please see our Services & Pricing page for the details. You have options.

Am I going to have to spend a lot of time and effort giving you a bunch of documents?

There is a little bit of work up front but we'll make it as easy as possible. We will need some information and documents from you to build your plan. However, we make it really easy to upload electronically and most of the information is gathered directly through our financial planning software to avoid the back and forth. We'll be there to guide you every step of the way.

Am I going to be depressed about my finances after sharing all my information with you?

I certainly hope not! Working with me is a judgement-free space. I don't focus on the past. The reality is we all have successes and failures in our financial past. My financial planning and advice style is focused on inspiring you to make the best financial decisions now and in the future so you can take action and live your dreams.

What if I decide to stop working with you?

While I certainly want to invest in long-term relationships with my clients, you are always in control of your money and can move it wherever you want.

Have another question?

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