"Working with a CFP® professional can help you find the path to achieving your financial goals. Your goals may evolve over the years as a result of shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone who has committed to CFP Board, as part of their certification, that they will act as a fiduciary, and therefore, act in their client’s best interests, at all times when providing financial advice to a client. CFP Board doesn’t guarantee a CFP® professional’s services, but CFP Board may sanction a CFP® professional who does not abide by this commitment." - From CFP.net.

Learn more about the ethical duties of CFP® professionals.

Yes, we work under the fiduciary standard. This means we are legally required to put your best interests first at all times, providing advice that is unbiased and tailored to your specific needs.

For stand-alone financial planning engagements, we charge hourly or a flat fee, agreed upon in advance. For comprehensive service, which includes portfolio management and financial planning, we charge a flat percentage on the assets under our management. This transparent approach ensures there are no hidden fees or commissions.

No, we do not sell any products. If we believe a product could benefit you, we may refer you to another professional.

Yes, we are a fee-only practice. This means we do not accept commissions or sell products, helping ensure our advice remains impartial and focused solely on your financial goals.

Advisory Services Network, LLC (ASN) provides compliance and back office support to our practice. ASN is the Registered Investment Advisor under which we operate, helping us ensure all regulatory requirements are met.

You can learn more about our services and regulatory information by viewing our ADV, which is our publicly filed disclosure brochure. 

The name "Siena" reflects our team's admiration for Tuscany, Italy, a region known for its beauty and quality of life. It symbolizes our commitment to helping clients savor the finer things in life and achieve their financial aspirations.