FAQs

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

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