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Frequently asked questions
What types of financial situations do you work with?
We partner with individuals and families in the Scarsdale area who want guidance on managing assets, planning for major life transitions, and coordinating their financial picture across multiple accounts and advisors. Our focus is helping you understand your options and build a plan that fits your actual circumstances.
Can you help clients outside of Westchester County?
We primarily serve the Scarsdale and surrounding Westchester communities, though we're happy to discuss your situation during an initial conversation to determine the best fit. If you're in the area or have roots here, reach out and we'll let you know how we can help.
How long does it usually take to get a first meeting scheduled?
We typically have availability within a week or two during normal business hours—just contact us through the site with your preferred dates and we'll confirm a time that works. If you need something sooner, mention that in your message and we'll do our best to accommodate.
What should I bring or have ready when we first connect?
A general sense of what's on your mind is plenty to start—whether that's questions about your current setup, a life change coming up, or just wanting a second opinion on your approach. We'll guide you through what details make sense to discuss as the conversation unfolds.
Do you charge by the hour, or how does pricing work?
Our fee structure depends on the scope and nature of the work we do together, so we'll discuss that once we understand what you're looking for. We're transparent about costs upfront and don't believe in hidden fees or surprise charges.
What happens after our first conversation?
We'll recap what we discussed and outline next steps, whether that's a deeper review, ongoing advisory work, or coordination with other professionals on your team. You'll always know where things stand and what comes next.