Frequently Asked Questions

The short answers.

A few things people ask before the first conversation. If yours isn’t here, just ask — the intro chat is free and there’s no obligation.

How can I find out if we are a good fit?

There is no cost and no obligation associated with a 30 minute introductory conversation. Schedule an appointment here.

Fortrove Partners is inclusive and offers financial planning to everyone.

No! There are no minimum account size requirements.

I am independent, meaning that I am not bound to a financial institution or their products.

Fortrove Partners is a fee only advisor, meaning there is never a commission and there is never an incentive for recommending investments to you
The financial planning fee is a set dollar amount or it can be determined by the assets under management
The transparent fee schedule tells you exactly how I get paid and I receive the same compensation regardless of the recommendations to you

As a fiduciary, I always act in your best interest. I am obligated to provide services in accordance with your needs and goals at all times.