Questions you may have and answers to go along with them.

  • Q. What differentiates your team from other financial advisors or planners?
  • Q. What is a CERTIFIED FINANCIAL PLANNER™ and why is that important?
  • Q. How long has Raymond James been in business?
  • Q. What are your minimum requirements for accepting new clients?
  • Q. How is your team compensated?
  • Q. What services do you provide and what products can you use?
  • Q. Where are my assets held when I work with you?
  • Q. Will I be able to see my investments online whenever I want?
  • Q. How often do you communicate with clients? How often are changes made to my portfolio?
  • Q. Is there a charge for the initial meeting?
  • Q. How do I transfer my assets to you from another advisor?
  • Q. Are your fees tax deductible?
  • Q. Who is a typical Goodwater Wealth Management client?
  • Q. Do I have to live close to your office to be a client?
  • Q. Can you help me with my taxes?
  • Q. My question isn't in the list above. How can I get an answer?
  • Q. How do I get started?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.