Is there a fee for the first meeting?
Your first meeting is complimentary. The first meeting is for the purpose of determining whether I am able to help you with your concerns.
How am I compensated for my services?
The issue of compensation is fully discussed at the first meeting. A variety of fee structures are available to meet your needs.
How often will we meet once you become a client?
At the beginning of our relationship we will determine how frequently we will meet. In addition to meetings, you can always call me with any questions or concerns. Also, I may contact you if something develops requiring your attention.
Will my advice be customized to your needs?
My services are entirely customized and personalized just for you. I do not use a cookie-cutter approach. We will work together to figure out your needs and goals.
Steven Aberblatt, CPA, Certified Financial Planner ™ Practitioner
6820 Horrocks Street, Philadelphia, PA 19149
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