1. How Do I Start Working With You?

Just contact us! We’ll schedule our complimentary, 60-minute consultation to learn more about you, your goals, and your financial situation. Every step of our process is clearly explained to you as you work with us, and you can also find an overview of what to expect here.

2. How Are You Paid?

Each client situation is unique, so not every fee or commission will apply in every situation. We are fiduciaries with all of our clients, which means we put your interests first, and will never put our compensation ahead of achieving your financial goals. You will be informed in advance of any charge or change to your payment structure. Depending on your situation and services provided, we would assess one or more of the following fees:

One-time Fee
A one-time fee is charged for services provided. For example, would charge a one-time fee for the creation of a financial plan.

Monthly Fee
We use a monthly fee model for ongoing services after a financial plan has been created. These ongoing services may include coaching and monitoring progress toward goals.

Asset Fee
An Assets Under Management (AUM) fee is calculated and charged based on the total assets we manage for you.

There can be commissions based on the purchase/sale of a specific solution, such as a security, annuity, or insurance policy.

3. What Does It Mean To Be Independent?

As independent financial advisors, we are not a part of a corporate megabank or insurance company. We don’t have sales quotas to meet, and we’re not limited to a small list of proprietary or “preferred” products.

Our independence gives us the freedom to structure our business in a way that we believe best benefits our clients. It’s enabled us to develop our unique planning process and offer comprehensive planning solutions. For more information about why we chose independence, contact us.

4. What Role Do Your Strategic Partners Play?

We pride ourselves on the client-centric service experience we provide and our unique behavioral finance approach to financial planning. Our strategic partners give us an institutional approach to investment management, and allow us to spend more time with clients. Before being considered for a client’s portfolio, any prospective firm must pass a rigorous due diligence examination.

5. What Does a Financial Planner Do?

Many financial professional focus on selling investment products and only claim to offer you advice. A financial planner takes a different approach, using a defined planning process to help people identify, articulate, and achieve their financial goals.

From the details of your day-to-day to the far-reaching implications of big decisions, every choice you make can impact your finances. The team at Attitude Financial Advisors partners with you and provides insight into how your choices will affect your financial future. They possess a detailed knowledge of financial planning tools and techniques to craft customized financial plans to meet client needs. 

We find out what’s important to you, analyze your financial situation, and prepare a holistic, written financial plan to achieve your goals.

6. What Is Wealth Management?

Wealth management is a comprehensive experience that generally includes investment management and financial planning services. Financial advisors who specialize in wealth management will often coordinate services among different subject matter experts, such as attorneys and accountants, to deliver a more holistic service.

7. Are You a Fiduciary?

Yes! We act as a fiduciary in all relationships, which means we act in the best interest of the client in every decision and recommendation we make.

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Financial Advisors in Woodbury, NY