Frequently Asked Questions

Many questions come up when searching for a financial planner. Here are a few answers to the questions that come up most often. 

  • What kind of clients will Wealth of Confidence work with?

Wealth of Confidence clients are:

  • Looking for guidance on all aspects of their financial picture, not just their investments

  • Interested in a fee-only, fiduciary experience that does not include commissions 

  • Considering a long-term relationship with an experienced planner 

  • Understand that plans are pointless and that planning is everything.

 

Wealth of Confidence clients do not:

  • Take the advice of family, friends, or colleagues over the advice of a trained professional

  • Get in and out of the market based on news from their favorite finance show

  • What should I ask when interviewing a planner?

The National Association of Personal Financial Advisors created a thorough list of questions to ask when interviewing and Advisor. You can find that list by clicking on this link: WHAT TO ASK

  • Do I need to bring my spouse/significant other?

I'm the first to say there is no normal relationship or family structure, we all have our unique way of doing things. With that being said, if you have a partner I encourage you to bring him/her along. This does not mean that you both will be clients, but it is often easier to establish the planning structure when both parties are present. 

  • Do I need a certain amount of money to work with you?

  • Do you work with people outside of the Inland Empire?

Wealth of Confidence is equipped to work with people all over the United States*. Web-based video calls are set up for those that are geographically unable to come into the office. 

*Some states may require registration before working with clients

  • What should I bring to the first meeting?

Our first meeting is a time for us to get to know each other and a time for you to ask as many questions as you want. You are encouraged to the bring the following items with you: WHAT TO BRING

  • How do you get paid?

Wealth of Confidence is a fee-only firm. This means that I do not receive money from anyone besides my clients. No commissions, no referral fees, NADA. Clients are billed one-time and/or monthly and you are able to pay from cash flow or accounts, if possible. 

  • What Next?

Call to schedule a complimentary consultation. After that meeting, we decide whether to proceed and how. 

  • Are you a fiduciary?

Yes, at all times. Your interests come first at all times, in all situations. I can not turn off my fiduciary responsibility, for certain services, like other firms may be able to do.

One thing that makes the firm unique, compared to most, is that there are no account minimums to work with a financial planner. 

Do you have any more questions?

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Wealth of Confidence, LLC (“WOC”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WOC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WOC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.