The (Not So) Fine Print

We're committed to radical transparency, so allow us to address some common questions and details about how our engagement and pricing works.

"Does our engagement end after the initial sessions or 30 days?"

Absolutely not. In fact, that's just the beginning. If you choose to move forward and implement your personalized financial strategy, you'll have a lifelong partner dedicated to your success. We'll stay actively engaged, providing strategic guidance and conducting detailed annual reviews (or more often as needed) to monitor progress, address changes, and continuously optimize your strategy.

We're here for the long-term, to help guide your financial decisions, big and small. Our goal is a partnership built on mutual trust, transparency, and lasting results.

"Wait, did you say there's no cost?"

Yes—our service and ongoing partnership comes at no out-of-pocket cost to you.

"Okay, that sounds too good to be true. What's the catch?"

We understand the skepticism—we'd feel exactly the same. But here's why it works:

When I initially sought financial guidance myself, I was disappointed and frustrated by how challenging it was to find truly objective financial advice and genuine partnership. Even worse, I discovered how heavily traditional wealth management fees can handicap potential portfolio growth.

Consider these facts:

• 92% of professional money managers have underperformed the S&P 500 over the last 30 years.

• A typical 1% annual management fee can cost you up to 28% of your potential long-term portfolio growth over a 30-year period. (Vanguard study)

• Only 15% of active fund managers consistently outperform their benchmarks over any given 5-year period. Good luck identifying them in advance. (Morningstar)

That means if you simply invested in the S&P 500 three decades ago, you would have outperformed nearly all professional advisors—without paying them hefty fees. Even if you found one of the rare top performers, chances are they wouldn't manage your money unless you had millions already.

"So, how exactly do you get compensated?"

Full transparency: I get compensated directly by financial institutions when you implement specific financial products and strategies.

But here's my promise to you:

• I will always disclose clearly upfront when discussing any strategy involving products I'm compensated for.

• I openly show you exactly how my compensation works—if you're interested.

• My motivation is genuine: I chose this compensation structure specifically because I believe it aligns best with clients' interests and outcomes.

During your StrategIQ Wealth Engine session, you'll clearly see how the financial industry's fees work, and why my approach is structured differently, intentionally, and in your best interest.

Our (Wildly Simple) Business Model:

I received powerful advice early in my career: "Provide exceptional value upfront, and success naturally follows." That advice has never let me down, and Think StrategIQ was built on exactly that principle.

Here's how our business works clearly stated:

• Provide extreme value upfront at no cost by transparently educating people.

• Remove barriers to engagement (no fees).

• Demonstrate expertise and deliver results clearly and consistently.

• Result: Clients feel genuinely happy, receive exceptional value, and naturally want to share the experience with others.

• This leads to referrals and organic growth—our success is completely dependent on your success.

We're invested in you—your success is truly our success.