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Frequently Asked Questions

What kind of financial advisor are you?
What's your investment philosophy?
Who do you work with, and what does high-income Gen X & Gen Y mean?
What is financial planning and why do I need it?
HOW DO WE WORK WITH YOU?
HOW DO I GET STARTED?
HOW MUCH MONEY DO I NEED TO START?
I’M NOT SURE WHAT SERVICE IS BEST FOR ME. DO I NEED PLANNING OR A PROJECT?
DO I NEED TO LIVE IN PHILADELPHIA TO WORK WITH YOU?
WHAT IS A CERTIFIED FINANCIAL PLANNER™?