How do I know if we’re a good fit?

That’s an important question. We strive to develop long-term relationships with our clients because this is how we do our best work. Financial planning works best when it’s built on trust and shared expectations. Our initial work together lays the solid foundation on which we provide ongoing service, manage to your goals, or iterate when something changes.

You might be a good fit for South County Wealth Planning if:

• You’re looking for an ongoing partnership with someone who understands your goals and helps you stay organized as life evolves.

• You’re looking for a partner to help you make sense of what you’ve built so far and start thinking more strategically about the future.

• You want help making thoughtful, well-informed decisions. Not just about your investments, but about your whole financial picture.

• You prefer a steady, evidence-based approach to investing.

• You value professional advice and understand that good planning takes time, care, and expertise, recognizing this value comes at a cost.

What makes South County Wealth Planning a good fit for me?

We partner with people who want more clarity, confidence, and calm in their financial lives. Our clients are thoughtful, engaged, and often juggling multiple priorities, such as retirement, aging parents, and legacy planning. They value expertise, but they also want a real relationship with someone who understands what’s at stake.

We’re here to help you make well-informed decisions, stay organized, and align your financial resources with what matters most to you.

If you’re looking for a steady, knowledgeable partner who’s as interested in your “why” as your “what,” we might be a great fit.

What’s your investment philosophy?

We follow an evidence-based investment approach grounded in decades of market research. We don’t try to guess what the market will do next. Instead, we build globally diversified portfolios tailored to your risk tolerance, time horizon, and goals—then we help you stay the course or refine if needs change.

We use tools like tax-loss harvesting and low- to no-cost asset location strategies to help keep more of your money working for you.

Do you work with clients outside of Rhode Island?

Yes. While we’re based in southern Rhode Island, we work with clients across the country via Zoom and secure client portals. That said, if you’re nearby and would rather meet in person, we’re happy to sit down together.

What does it look like to work together?

We start with a Discovery Call—a 30-minute conversation to get to know each other, provided in gratis. If we both feel it’s a good fit, we’ll move into a Plan Preview meeting where we review your financial picture and talk through your priorities. From there, we’ll customize an engagement that matches your needs, whether that’s an ongoing partnership or a one-time plan.

Our goal isn’t to give you a report. It’s to help you feel clear on where you are and take action with clarity and purpose.

Are you a fiduciary?

Yes. As a CERTIFIED FINANCIAL PLANNER™ professional and a fee-only advisor, I’m legally and ethically bound to act in your best interest at all times. 

A fiduciary places client interests first and is held to the highest standard of care. Sounds standard, but not all financial professionals work as a fiduciary. We do.

How do you keep my money safe?

I’VE ALWAYS DONE THIS MYSELF. WHY SHOULD I PAY AN ADVISOR?

This is an important question. There are so many great tools for those people who want to handle their own investing and financial planning. There is no one size fits all answer, but it’s hard to Google or chatbot your way to financial security. Maybe one day these sources will be fine-tuned, but for now, the information you receive is only as good as putting the right questions in, if that. And it means staying up on the most current financial, retirement, and tax laws to make sure what you’re doing is always relevant and accurate. And there is no fiduciary standard.

Our clients choose us because they don’t want to get it wrong. Maybe your answers can be found on the internet. You come to us for guidance on how to execute around those answers. We care about maximizing the information available to help you feel that you are living your best life.

One way to look at it is to ask yourself if you think it’s possible that you’ll have more money or a bigger nest egg or net worth by having a financial professional involved – even after paying the advisory fee. In many cases, we find our clients are paying a lot in fees already (sitting in old 401ks) – without actually getting financial help.

Our position is – if what we do for our clients is make sure they do the things they say they want to - save what they need to save, spend what they need to spend, and invest when they need to invest - all in order to help create the life they want to live – how much is that worth to them?

Between taxes, investments, legal issues with estate planning; priority setting and having a clear vision of the future; not to mention all the changes the government imposes on your financial life – there’s a lot to know and to keep organized and on track. And it takes a lot of time and passion.

I’m ready to move forward. What happens next?

Great! Calendly link for an intro meeting or feel to reach out via email for other availability.