A: No, we work with a couple of the biggest custodians in the world, Fidelity Investments and Charles Schwab. This is beneficial for you because both Fidelity Investments and Charles Schwab act as third-party custodians, safeguarding your assets and providing an additional layer of protection against fraud and theft.

A: While we don't work directly with budgeting and debt management (as we specialize in comprehensive financial planning and wealth management), we are able to provide you with some resources to help you along the way. We believe that it's crucial for individuals seeking to overcome financial hurdles to have access to the right resources without incurring too many additional expenses that can further strain their budget. Feel free to contact us so we can email you those resources.