FAQ
Most frequently asked questions
$97 per month plus time and energy.
If you have gotten to this point, likely yes. There are some DIYers on point with their finances, but the majority of Americans can benefit from outside guidance and partnership. Our style and offer often works best with those who don’t like waiting for the “catch”, because there is none.
There is none. What you see is what you get. We will admit that this pricing may not last, but we’ll offer it as long as we can.
Shift Financial is an LLC created by Michael Piccoli, who is a fiduciary and investment advisor representative with Woodstock Wealth Management, Inc., an SEC Registered Investment Advisor
Woodstock Wealth Management, Inc. is an SEC Registered Investment Advisor (RIA) firm headquartered in Woodstock, GA.
Yes, you can cancel anytime via email.
You might have “had enough” of your current situation and want to make some positive, tangible changes. Maybe you’re not sure how to go about planning and all the information online is overwhelming. Figuring this out on your own is not for everyone. It’s also possible you feel good about your situation but are sick of doing it alone.
You can absolutely try, as there is a ton of information out there. What we’ve learned over the years is that there are many answers and solutions, and many ways to get there. Only so many combinations of these will work for you. Figuring that out on your own, versus discovering it with a partner is ultimately your choice
We recommend you poke around the site to determine if at least our style and feel seems like a fit for you. If you are good with scheduling your first call, which is free, it’s typical to know right away if we’re the right fit.
Not sure. There are a lot of different types of “current advisors”. What we run into most are advisors that have a predetermined agenda. Meaning, they work for an insurance company or investment manager, so they will focus on selling products and creating solutions around either insurance first or investments first. They might look at everything, but you’ve gotten that feeling there may be an underlying agenda.
No. There is no minimum income, net worth, or asset management requirement.
No. Opening an account with us to save or invest is not a requirement of working together.
