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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 Health Care Professional to Partner With LWP?
Do I Need to Live in the Raleigh - Durham Area, or North Carolina?


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?


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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