Frequently Asked Questions

Metanoia is a Greek word that means “change of heart”. It speaks to our personal faith in and the transformation at the heart of our work — helping you go from stressed about financial decisions to experiencing financial peace and freedom to enjoy the things that matter most.

Yes! A fiduciary advisor is the highest standard of loyalty and care. That means we are committed to putting your interests above our own. Our services are offered on a fee-only basis, rather than commission, allowing us to remain completely objective in the advice we provide.

Since we’re 100% fee-only, we don’t earn revenue from the sale of products or commissions. Our fees are assessed as an ongoing quarterly retainer and are based on Assets Under Management (AUM).

Assets Under Management / Fee Computation

  • First $1,000,000 / 0.25% per quarter (1% per year)
  • Next $2,000,000 / 0.2% per quarter (0.8% per year)
  • Balance above $3,000,000 / 0.15% per quarter (0.6% per year)

We specialize in working with people. We help individuals and families with a desire to make wise and informed financial decisions when it matters most. Whether you’re considering the future sale of a business, navigating Restricted Stock Units or Options, or even considering retirement in the next handful of years, our team is here to help.

We tailor our service to each client relationship, bringing a sense of empathy and expertise to help you reach your financial goals. who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to your unique needs. Our best clients are diligent savers who want a partner in their financial management.

A personal CFO is the chief financial officer of your life. It means we are experts in all financial matters, ready and able to advise you in every scenario. We represent you, not insurance companies, mutual fund companies, banks or any other financial institutions.

We’re here to serve you so we structure our communication in the way that works best for you. We’ll spend more time together upfront as we build the foundation of your plan and then I’ll reach out every quarter to keep everything up to date. In the meantime, I welcome regular communication — email, text, web conference or phone calls.

Our first call is scheduled for 30 minutes. There’s absolutely no selling on this call. I’m simply there to answer your questions, make sure I can do what you’re looking for and see if we’d be a good fit. There’s no obligation, but you’ll walk away knowing whether partnering with Metanoia Financial is right for you.

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