Let's See If We're a Fit
Schedule Your Introductory Consultation
Let's See If We're a Fit
Schedule Your Introductory Consultation
Let's See If We're a Fit
Schedule Your Introductory Consultation
What to Expect
Common Questions About Working Together
What happens in our introductory consultation?
We spend 30-45 minutes getting to know each other. You'll tell me about what is happening in your life that is prompting you to look for a personal financial advisor. Using that as our starting point, I’ll ask some questions about your current financial situation – your household’s income, expenses, assets, and liabilities. I'll explain how I work and whether I think we're a good fit. There's no pressure and no sales pitch. If it makes sense to work together, we'll talk about next steps. If not, that's okay too.
How much information do I need to gather before our introductory consultation?
Don't stress about having everything perfectly organized before the introductory consultation. For our first conversation, just come as you are. Of course, our initial consultation will be more robust to the extent you can describe key elements of your current household situation in round numbers, such as sources and amounts of primary income (usually salary, bonus, equity-linked compensation, and/or self-employment, etc) and your household’s primary investment amounts and account types (brokerage, 401K, IRA, Roth, etc) If we decide to work together, I'll provide you a comprehensive document request list of information for you to upload securely so that I can organize it ways that clarify and analyze your current situation and serve as the basis for to building your financial plan. Most clients gather everything within a week or two, but we’ll proceed at a pace that fits your schedule. The goal is getting started, not perfection.
How often will we meet once we're working together?
When we’re getting started, we’ll probably meet 3-6 times over a period of a few months to review your information comprehensively, develop and refine your financial goals, and build a financial plan for you and your household that quiets the uneasiness that likely prompted you to engage me in the first place. The number and frequency of these meetings can vary significantly from client to client based on the complexity of the clients’ situation and their level of interest and engagement in the process. In the ongoing steady-state, many clients meet with me quarterly, but it depends on what's happening in your life. Between meetings, you can reach out anytime questions come up. You're not limited to scheduled appointments.
Will I always work directly with you?
Yes. You won't get passed to a team or junior advisor. Every meeting, every email, every phone call -- it's me. That consistent human connection is one of the main reasons clients choose to work with Alaminos. You get the same person who knows your situation every single time.
What if I need to make a financial decision between our regular meetings?
Just reach out. You're not bothering me. Whether it's a job offer, an investment question, or something unexpected with your family—I'm here to help you think through it. The relationship doesn't pause between scheduled meetings.
What to Expect
Common Questions About Working Together
What happens in our introductory consultation?
We spend 30-45 minutes getting to know each other. You'll tell me about what is happening in your life that is prompting you to look for a personal financial advisor. Using that as our starting point, I’ll ask some questions about your current financial situation – your household’s income, expenses, assets, and liabilities. I'll explain how I work and whether I think we're a good fit. There's no pressure and no sales pitch. If it makes sense to work together, we'll talk about next steps. If not, that's okay too.
How much information do I need to gather before our introductory consultation?
Don't stress about having everything perfectly organized before the introductory consultation. For our first conversation, just come as you are. Of course, our initial consultation will be more robust to the extent you can describe key elements of your current household situation in round numbers, such as sources and amounts of primary income (usually salary, bonus, equity-linked compensation, and/or self-employment, etc) and your household’s primary investment amounts and account types (brokerage, 401K, IRA, Roth, etc) If we decide to work together, I'll provide you a comprehensive document request list of information for you to upload securely so that I can organize it ways that clarify and analyze your current situation and serve as the basis for to building your financial plan. Most clients gather everything within a week or two, but we’ll proceed at a pace that fits your schedule. The goal is getting started, not perfection.
How often will we meet once we're working together?
When we’re getting started, we’ll probably meet 3-6 times over a period of a few months to review your information comprehensively, develop and refine your financial goals, and build a financial plan for you and your household that quiets the uneasiness that likely prompted you to engage me in the first place. The number and frequency of these meetings can vary significantly from client to client based on the complexity of the clients’ situation and their level of interest and engagement in the process. In the ongoing steady-state, many clients meet with me quarterly, but it depends on what's happening in your life. Between meetings, you can reach out anytime questions come up. You're not limited to scheduled appointments.
Will I always work directly with you?
Yes. You won't get passed to a team or junior advisor. Every meeting, every email, every phone call -- it's me. That consistent human connection is one of the main reasons clients choose to work with Alaminos. You get the same person who knows your situation every single time.
What if I need to make a financial decision between our regular meetings?
Just reach out. You're not bothering me. Whether it's a job offer, an investment question, or something unexpected with your family—I'm here to help you think through it. The relationship doesn't pause between scheduled meetings.
What to Expect
Common Questions About Working Together
What happens in our introductory consultation?
We spend 30-45 minutes getting to know each other. You'll tell me about what is happening in your life that is prompting you to look for a personal financial advisor. Using that as our starting point, I’ll ask some questions about your current financial situation – your household’s income, expenses, assets, and liabilities. I'll explain how I work and whether I think we're a good fit. There's no pressure and no sales pitch. If it makes sense to work together, we'll talk about next steps. If not, that's okay too.
How much information do I need to gather before our introductory consultation?
Don't stress about having everything perfectly organized before the introductory consultation. For our first conversation, just come as you are. Of course, our initial consultation will be more robust to the extent you can describe key elements of your current household situation in round numbers, such as sources and amounts of primary income (usually salary, bonus, equity-linked compensation, and/or self-employment, etc) and your household’s primary investment amounts and account types (brokerage, 401K, IRA, Roth, etc) If we decide to work together, I'll provide you a comprehensive document request list of information for you to upload securely so that I can organize it ways that clarify and analyze your current situation and serve as the basis for to building your financial plan. Most clients gather everything within a week or two, but we’ll proceed at a pace that fits your schedule. The goal is getting started, not perfection.
How often will we meet once we're working together?
When we’re getting started, we’ll probably meet 3-6 times over a period of a few months to review your information comprehensively, develop and refine your financial goals, and build a financial plan for you and your household that quiets the uneasiness that likely prompted you to engage me in the first place. The number and frequency of these meetings can vary significantly from client to client based on the complexity of the clients’ situation and their level of interest and engagement in the process. In the ongoing steady-state, many clients meet with me quarterly, but it depends on what's happening in your life. Between meetings, you can reach out anytime questions come up. You're not limited to scheduled appointments.
Will I always work directly with you?
Yes. You won't get passed to a team or junior advisor. Every meeting, every email, every phone call -- it's me. That consistent human connection is one of the main reasons clients choose to work with Alaminos. You get the same person who knows your situation every single time.
What if I need to make a financial decision between our regular meetings?
Just reach out. You're not bothering me. Whether it's a job offer, an investment question, or something unexpected with your family—I'm here to help you think through it. The relationship doesn't pause between scheduled meetings.