Frequently Asked
My clients love working with me because they believe me when I say...
THERE ARE NO DUMB QUESTIONS.
How can you help me with your services?
Listen I know that all the financial info that's thrown around out there can make you feel like you aren't equipped to handle your own finances but I'm here to make sure you are! Whether you decide to meet with me 1-1 for a personalized consultation (book here), or go through my online coursework, my goal is to take the mystery out of money so you can know WHAT you have and WHY you have it.
What is your fee structure?
As a CFP I am required to act as a fiduciary for you and because of this the only way I am compensated when we work 1-1 together is through a consultation fee. There are no hidden charges or pressure to buy a certain product. I'm looking out for your best interests, always.
Do you manage people's investments?
No, I do not. Because I am a "fee only" planner I do not take over management of any of my client's accounts, although I am able to give you specific advice on changes you can make in each account.
How long do we need to work 1-1?
This depends on your specific situation! My 90-minute sessions are usually enough time to cover one or two smaller topics in relative detail but if you want a deeper dive into your financial picture we can discuss a longer engagement together.
Do you do any presenting or training to groups?
I sure do and it's actually something I LOVE! Please reach out HERE with information about your event and I will get back to you!
Still have questions?
HANG OUT ON INSTA @MONEYSENSEWITHMOLLY
GET A SENSE OF
YOUR MONEY SENSE
If you're here, you're probably already working toward your financial goals. But there are a lot of pieces to your financial future to consider, and you may not have addressed all of them... yet. Get a full picture of your finances along with practical next steps.
GET A SENSE OF
YOUR MONEY SENSE
If you're here, you're probably already working toward your financial goals. But there are a lot of pieces to your financial future to consider, and you may not have addressed all of them... yet. Get a full picture of your finances along with practical next steps.