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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?
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?


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