Answer: As a fee-only advisor, we are compensated solely by our clients—never through commissions or product sales. Being fiduciaries means we are legally and ethically obligated to act in your best interest at all times, ensuring our recommendations align with your goals.

Answer: At Monzon Wealth, we offer multiple ways to work together, including comprehensive financial planning, ongoing wealth management, and project-based services for specific needs like retirement planning or debt management. We tailor our services to fit your goals and circumstances.

Answer: If you feel uncertain about your financial future, are unsure about managing your wealth, or want guidance to optimize your financial decisions, we can help. We provide clarity and strategy so you can make confident choices and achieve your goals.

Answer: Our pricing varies based on the type of service. For example, comprehensive financial planning is available for a flat fee, while ongoing wealth management is based on a percentage of assets under management or a retainer. During an initial consultation, we provide a clear overview of all costs.

Answer: No. As a fee-only firm, we don’t sell products or receive commissions. Our focus is entirely on providing unbiased advice that benefits you.

Answer: That’s perfectly fine! We offer project-based services for clients who need targeted advice, such as creating a budget, managing debt, or planning for a major life event like buying a home.

Answer: Financial plans should evolve with your life. We are here to help you adjust and refine your strategy as your circumstances or goals change. Additionally, we offer programs that teach you how to update your financial plan as life evolves, putting you fully in control of your financial future.

Answer: It starts with a free consultation to discuss your needs, goals, and how we can help. From there, we’ll determine the best approach for working together—whether it’s a one-time project, ongoing management, or a comprehensive plan.

Answer: Not at all. While many clients choose ongoing support, we also offer one-time or short-term engagements for those who prefer a more focused approach.

Answer: Meeting frequency depends on your needs. For ongoing wealth management, we typically meet quarterly or semi-annually, but we are available as often as necessary to address your concerns.

Answer: Our approach is entirely judgment-free. Many people feel overwhelmed or unsure about their finances—that’s why we’re here. Our goal is to provide support, clarity, and actionable solutions.