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FAQ





 

What is financial planning?

 
 

How do you select investments for a client?

 
 

What is a financial planner or advisor?

 
 

What is a Fiduciary?

 
 

What is fee-only financial planning?

 
 

What if I need to obtain insurance or other financial products?

 

My spouse and I are just getting started in building for our future. We need help and guidance. Will you accept us as clients?

 
  

Who benefits from your service?

 
 

I have already accumulated assets and I think I am doing well – but things are getting more complicated. I want to be sure I’m on the right track. Can you help me?

 
 

What type of securities do you provide advice for?

 

If I use Your Best Path Financial Planning for investment advice, am I obligated to use the recommended products?

 
 

What is your investment philosophy?

 
 

How do you price your services?

 
 

Do I have to come to your office?

 
 

Do you work with people outside of Northern Virginia?

 
 

How can I get started?