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Frequently Asked Questions



Financial Planning & You


Do I Really Need Financial Planning?
How Is LWP Different From Other Financial Companies?
What If I Already Work With a Financial Advisor?


Our Clientele


Do I Need to Be a Professor Or Healthcare Professional to Partner With Lucid Wealth?

Absolutely not! Our focus at LWP is to enhance the lives of those that enhance the lives of others. Though our focus is in the academic and healthcare fields, it's by no way limited to these professions. Please contact us to learn more about what we do, how we do it and most importantly why we do what we do.

Do I Need to Live in the Raleigh - Durham Area, or North Carolina?


Fees


What Is Your Asset Minimum?
How Much Will This Cost Me?
How Are You Compensated?


Our Background


What Is Your Education?
How Do I Know We Will Be a Good Fit For Each Other?
What Products Do You Sell?
Are You a Fiduciary?


Investments


What Is Your Investment Philosophy?
How Do You Implement Changes to My Investments?


Getting Started


How Can I Get Started?

I appreciate your interest in partnering with LWP. The first step is to ensure you feel a connection and feel that my communication style is effective. This is extremely important and can pre-determine your future success. Please set up an introductory meeting (in-person or virtual) via Jeffrey@lucidwealthplanning.com. I look forward to speaking with you soon.


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