You will find information about our firm and our services throughout our website. On this “Frequently Asked Questions” (FAQ) page we hope to provide answers to questions that may not be readily available on other parts of our website. Please feel free to contact us if you would like further information.
How can I get started?
It’s easy, and it won’t cost you a penny to get started. If you’d like an overview of the way that we work with new clients, please take a look at the “Our Process” page, and then get in touch with us.
What exactly does “financial planning” mean?
Answer coming soon. Please bear with us as we revamp our website.
Does Cona Financial Group provide only comprehensive financial planning?
Answer coming soon. Please bear with us as we revamp our website.
How do you develop the “roadmap” for achieving financial goals?
Answer coming soon. Please bear with us as we revamp our website.
What is the difference between “Fee-Only” and “Fee-Based” financial planning and why should I care?
Answer coming soon. Please bear with us as we revamp our website.
How do you price your financial planning services? How much will a complete financial plan cost?
Answer coming soon. Please bear with us as we revamp our website.
How does Cona Financial Group get paid?
Answer coming soon. Please bear with us as we revamp our website.
Is financial planning a difficult process?
Answer coming soon. Please bear with us as we revamp our website.
Who can benefit from your services?
Answer coming soon. Please bear with us as we revamp our website.
We’re just beginning to plan for our financial future. We want some advice but we don’t have many assets yet. Will you accept us as clients?
Answer coming soon. Please bear with us as we revamp our website.
I have already accumulated substantial assets and think I am doing quite well. But things seem to be getting more complicated. I want to be sure I am on track, but I don’t always have the time or inclination to manage the details by myself. Can you help me?
Answer coming soon. Please bear with us as we revamp our website.
What types of securities do you provide advice for?
Answer coming soon. Please bear with us as we revamp our website.
Along with financial planning, I may need to obtain different types of financial products. Are you able to help me do that?
Answer coming soon. Please bear with us as we revamp our website.
What investment philosophy do you follow?
Answer coming soon. Please bear with us as we revamp our website.
How do you select or recommend investments for clients?
Answer coming soon. Please bear with us as we revamp our website.
If I use Cona Financial Group to develop a financial plan, am I obligated to purchase the recommended products?
Answer coming soon. Please bear with us as we revamp our website.
Once my financial plan is completed, will our relationship end?
Answer coming soon. Please bear with us as we revamp our website.
Have a question that isn’t answered here? Please feel free to call us at (877) 883-3561 or use the contact form located below to send us a message.
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