FAQs 1 — WyoU Financial Strategies

Frequently Asked Questions

That means I charge based on the time we work together without requiring or minimum income, investment, or net worth.
As a fiduciary, I am legally and ethically obligated to act in your best interest and put your interests ahead of mine. I have signed Fiduciary Oath and this oath means that I must minimize and avoid any conflicts of interest and provide you with unbiased and objective advice.
I am required to fully disclose any potential conflicts of interest and provide transparent information about fees and compensation.
By acting as a fiduciary, I prioritize your needs and goals and work to ensure that my advice and guidance align with your best interests.
To learn more about the fiduciary standard that I’m upheld to, check out this article on Forbes.
As a fee-only financial planning firm, I’m compensated solely by the fees paid by my clients for the services provided.
My firm does not receive commissions, referral fees, or other compensation from third-party financial products (e.g., insurance products, mutual funds with load fees, etc.), which minimizes potential conflicts of interest.
By operating on a fee-only basis, I aim to provide objective and unbiased advice that is solely in the best interest of my clients.

Entering Adulthood

Start building your financial system and positive money habits from the beginning. Learn how to plan with your money around variable or consistent income to prepare yourself for what lies ahead.
Career Starter

Now that you’ve made it, start maximizing your new income with a "game plan" for your best life, and prepare yourself to handle more financial demands. Create a customized process that fits your values, isn't overwhelming, and de-stresses financial decisions and day to day money management.
Mid-life

You may be at the peak of your career, but you also may be experiencing the highest demand of financial obligations. Needs of your kids, paying down your mortgage, retirement savings, and finding work/life balance. Create a system that helps you tackle it all while knowing what can be put towards towards growing your assets.
Financial Independence

Whether it’s traditional retirement or financial independence you’re preparing for, shift the focus from just the funding your goals to creating a enriched life.