Tim works with you to understand your financial goals, and then helps you build the skills such that you can do it yourself.
It’s literally putting our money where our mouth is.
Tim has such a kind, fun, and warm manner. He has a real gift for explaining things in a way that takes all the intimidation and overwhelm out of things.
There is no need to invest in ethically questionable markets.
Tim turned something intimidating to me – DIY investing – into a manageable and interesting process.
It was abundantly clear to us that Tim had our best interests at heart. Our portfolio perfectly reflects our risk tolerance, age, and most importantly, our beliefs
You can do this on your own with a lot more control and pay lower fees over the long run.