Faqs
How do I start working with you?
We offer the Discovery Journey Process as our gift to you. Meet with an advisor to discuss your current circumstances, financial goals, and if Every Season Wealth is a fit for you. Contact our team today to start your Discovery Journey Process!
What is a fiduciary standard?
As fiduciaries, we are bound to a standard that requires us to put our client’s interests above our own. This includes a duty of loyalty and care and avoiding and disclosing of potential conflicts of interest.
Why should I consider hiring you instead of doing it myself?
Working with an expert means your finances will receive the best care possible while you can sit back and relax. Our team is ready to strategize and provide hands-on attention to your investments so that you can feel confident your accounts are taken care of. Doing things yourself leaves an increased room for error, as well as adds just one more thing to your plate.
How will I know if I am taking the right amount of risk?
Making financial investments requires playing the long game with a certain amount of trust. Choosing an appropriate risk-level can feel tricky. That’s why at Every Season, your advisor will talk with you all along the way to ensure your risk-level is where it should be.
How often will I hear from you?
You will receive a regular newsletter from us, providing basic market education and updates about our team. One of our team members will personally reach out when it’s time to schedule your next Strategy Session with your advisor. In addition, we’ll also invite you to our Community Engagement events as we provide purpose-driven partnership with other local organizations
What are the advisory costs?
When you choose us to manage your investments, our focus is on growing and protecting your wealth. We continuously monitor and adjust your portfolio to ensure it stays aligned with your goals. Our fee structure is transparent, so you always know exactly what you’re paying and what you’re getting.
To make things easy, fees are automatically deducted from your investment account each month for ease and simplicity. Our tiered fee structure is designed to align our interests with yours; as your assets grow, the percentage you pay decreases. This means we are incentivized to help your portfolio grow, ensuring that our success is directly tied to your financial growth.