{"id":145,"date":"2023-05-18T02:49:17","date_gmt":"2023-05-18T02:49:17","guid":{"rendered":"https:\/\/ddemo.planexceptional.com\/?page_id=145"},"modified":"2024-07-15T15:27:31","modified_gmt":"2024-07-15T15:27:31","slug":"faq","status":"publish","type":"page","link":"https:\/\/prestigeplanning.co\/?page_id=145","title":{"rendered":"FAQ"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"145\" class=\"elementor elementor-145\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-de3fa29 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"de3fa29\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5d76e49\" data-id=\"5d76e49\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-9584fd4 elementor-widget elementor-widget-surancy_elementor_heading\" data-id=\"9584fd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"surancy_elementor_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\t\t<div class=\"ova-heading\">\n            \n            <div class=\"top-heading\">\n\n            \t\t\t\t\t\t<div class=\"sub-title-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"sub-title\">Faqs<\/h3>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t<h2 class=\"title\">Learn About Our Prestige Planning Services<\/h2>\n\n\t\t\t\t\t\t\n\t\t\t\t\n            <\/div>\n\n\t\t\t\n\t\t<\/div>\n\t\t \t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-48da98b elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"48da98b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-4b56bfd\" data-id=\"4b56bfd\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a768cef elementor-widget elementor-widget-accordion\" data-id=\"a768cef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1751\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-1751\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-arrow-down\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What is financial planning and why do I need it?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1751\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-1751\">Financial planning is the process of creating a strategy to manage your finances and achieve your financial goals. This includes budgeting, saving, investing, retirement planning, and estate planning. A well-crafted financial plan can help you make informed decisions, minimize risks, and ensure a secure financial future.<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-1752\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-1752\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-arrow-down\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How do I get started with Prestige Planning?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-1752\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-1752\">Getting started is easy! Contact us to schedule an initial consultation. During this meeting, we&#8217;ll discuss your financial goals, assess your current financial situation, and determine how our services can best support your needs. From there, we&#8217;ll create a customized plan tailored to your unique circumstances.<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-5ea51ba\" data-id=\"5ea51ba\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2362f6b elementor-widget elementor-widget-accordion\" data-id=\"2362f6b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-3711\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-3711\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-arrow-down\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">How are your financial advisors compensated?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-3711\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-3711\">Our financial advisors are compensated through a combination of fees for services, asset management fees, and, in some cases, commissions on products. We are committed to transparency, and we will always disclose our fees and any potential conflicts of interest before you engage our services.<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-3712\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-3712\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-right\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-arrow-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-arrow-down\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">What is your investment philosophy?<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-3712\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-3712\">Our investment philosophy is based on a disciplined, research-driven approach. We focus on long-term growth and risk management, tailoring our investment strategies to match your individual goals and risk tolerance. We believe in diversification and continuous monitoring to optimize your portfolio&#8217;s performance.<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8e0ff09 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8e0ff09\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1dedb1f\" data-id=\"1dedb1f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-63e53de elementor-widget elementor-widget-surancy_elementor_heading\" data-id=\"63e53de\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"surancy_elementor_heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\t\t<div class=\"ova-heading\">\n            \n            <div class=\"top-heading\">\n\n            \t\t\t\t\t\t<div class=\"sub-title-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"icon\">\n\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-circle\"><\/i>\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t<h3 class=\"sub-title\">Clients Testimonials<\/h3>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t<h2 class=\"title\">Clients Say About Our\nServices & Our Team<\/h2>\n\n\t\t\t\t\t\t\n\t\t\t\t\n            <\/div>\n\n\t\t\t\n\t\t<\/div>\n\t\t \t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6cab902 elementor-widget elementor-widget-surancy_elementor_testimonial_2\" data-id=\"6cab902\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;pause_on_hover&quot;:&quot;yes&quot;,&quot;infinite&quot;:&quot;yes&quot;,&quot;autoplay&quot;:&quot;yes&quot;,&quot;autoplay_speed&quot;:3000,&quot;dot_control&quot;:&quot;no&quot;}\" data-widget_type=\"surancy_elementor_testimonial_2.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\n\t\t\t<section class=\"ova-testimonial-2\">\n\t\t\t\t<div class=\"slide-testimonials owl-carousel owl-theme items\" data-options=\"{&quot;items&quot;:1,&quot;slideBy&quot;:1,&quot;margin&quot;:30,&quot;autoplayHoverPause&quot;:true,&quot;loop&quot;:true,&quot;autoplay&quot;:true,&quot;autoplayTimeout&quot;:3000,&quot;smartSpeed&quot;:500,&quot;dots&quot;:false,&quot;rtl&quot;:false}\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"item\">\n\t\t\t\t\t\t\t<div class=\"client_info\">\n\t\t\t\t\t\t\t\t<div class=\"client\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/prestigeplanning.co\/wp-content\/uploads\/2023\/05\/testimonials-4.jpg\" alt=\"Joseph B. Renn\" >\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div> <!-- .client -->\n\t\t\t\t\t\t\t\t<div class=\"info\">\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<p class=\"evaluate\">\n\t\t\t\t\t\t\t\t\t\t\t<i class=\"ovaicon ovaicon-left-quote\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\tPrestige Planning has transformed my financial future. Their advice is invaluable!\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"author\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"icon-quote\">\n\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"ovaicon ovaicon-left-quote-1\"><\/i>\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"name-job\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"name second_font\">\n\t\t\t\t\t\t\t\t\t\t\t\t\tJoseph B. Renn\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"job\">\n\t\t\t\t\t\t\t\t\t\t\t\t\tCEO &amp; Founder\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div> <!-- .author -->\n\t\t\t\t\t\t\t\t<\/div><!-- end info -->\n\t\t\t\t\t\t\t<\/div> <!-- .client_info -->\n\t\t\t\t\t\t<\/div> <!-- .item -->\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"item\">\n\t\t\t\t\t\t\t<div class=\"client_info\">\n\t\t\t\t\t\t\t\t<div class=\"client\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/prestigeplanning.co\/wp-content\/uploads\/2023\/06\/Richard-P.-Schmitt.jpg\" alt=\"Mike Hardson\" >\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div> <!-- .client -->\n\t\t\t\t\t\t\t\t<div class=\"info\">\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t<p class=\"evaluate\">\n\t\t\t\t\t\t\t\t\t\t\t<i class=\"ovaicon ovaicon-left-quote\"><\/i>\n\t\t\t\t\t\t\t\t\t\t\tThanks to Prestige Planning, I feel confident about my retirement.\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"author\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"icon-quote\">\n\t\t\t\t\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"ovaicon ovaicon-left-quote-1\"><\/i>\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"name-job\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"name second_font\">\n\t\t\t\t\t\t\t\t\t\t\t\t\tMike Hardson\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<p class=\"job\">\n\t\t\t\t\t\t\t\t\t\t\t\t\tCEO &amp; Founder\t\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div> <!-- .author -->\n\t\t\t\t\t\t\t\t<\/div><!-- end info -->\n\t\t\t\t\t\t\t<\/div> <!-- .client_info -->\n\t\t\t\t\t\t<\/div> <!-- .item -->\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Faqs Learn About Our Prestige Planning Services What is financial planning and why do I need it? Financial planning is the process of creating a strategy to manage your finances and achieve your financial goals. This includes budgeting, saving, investing, retirement planning, and estate planning. A well-crafted financial plan can help you make informed decisions, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-145","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=\/wp\/v2\/pages\/145","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=145"}],"version-history":[{"count":7,"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=\/wp\/v2\/pages\/145\/revisions"}],"predecessor-version":[{"id":14329,"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=\/wp\/v2\/pages\/145\/revisions\/14329"}],"wp:attachment":[{"href":"https:\/\/prestigeplanning.co\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=145"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}