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Frequently Asked Questions

A Few Details You May Have in Mind...

How do I know if we’re a good fit?

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We prioritize doing what’s best for our clients. Built on integrity and trust, our firm puts your interests first in everything we do. As an independent financial planning firm, we offer a wide array of services and our advice is always given impartially and objectively.

What will our relationship look like?

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Our goal is to guide you on a journey to financial success. As such, we encourage questions in order to ensure you feel confident in the process. Additionally, our strategies are always explained in a straightforward manner so that you feel empowered to make strong financial decisions.

How often will we meet to discuss my investments or financial plan?

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After we develop your financial plan, we’ll monitor how well it is working to achieve your goals. In addition to regularly scheduled reviews, we’ll take a fresh look when you encounter a life event or milestone and make adjustments to your plan as necessary. 

How much does this cost?

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As we construct your financial plan to meet your needs, we’ll also structure our fees to fit your unique situation. We want you to feel confident in the value we are adding to your plan. As such, the details of our fee schedule remain completely transparent and we will clarify any questions you may have. 

The DeMore Wealth Management team is looking to build long-term trusting relationships. Our services are right for people who:

Want to get organized and take a deeper look at their progress toward meeting their goals

Are serious about making intelligent financial decisions so they can live their lives to the fullest

Want to use their money to benefit their loved ones and their communities

Recognize that money is important, but not the most important thing in life

Have Additional Questions?

Get In Touch With Us