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Frequently Asked Questions
Who do you work with?
We find value in connecting with people who give back and help improve the lives of others, as that is what is most important to us. Our typical clients are individuals who are serious about their financial position, now and in the future, and looking for clarity and guidance.
What is a Fiduciary?
A Fiduciary has the highest ethical obligation to put your interests ahead of their compensation and any other considerations. At Global View Capital Advisors, we have no annual quotas to sell a financial product. Acting in the best interest of our clients is at the foundation of our financial guidance. With our personal ethics and faith, we wouldn't have it any other way.
What is your investment philosophy?
At Global View Capital, our platform offers many different ranges of tactical management. Our philosophy is based on a growth strategy with defensive discipline approach. No matter your tolerance to risk, our focus is to ensure we have processes in place for when things don't go as planned.
What is the CLTC® designation?
The Certification in Long-Term Care (CLTC) designation was created in 1999. The area of long-term care is primarily focused on the challenges of providing care over a prolonged period of time.
A professional with a CLTC designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family – financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences.
What is the CSLP® designation?
The CSLP (Certified Student Loan Professional) program insures that advisors are prepared to provide high quality student loan repayment planning advice. It enables advisors to take a broader view of the client’s personal financial situation, their student loans, and future goals to create an optimal repayment strategy. The CSLP designation is administered and issued by the CSLA Board of Standards.
As a Fiduciary, I noticed there was a major need for unbiased and customized planning around student loan repayments. I work with borrowers with $100,000+ of student loan debt towards the right payment plan that fits into their holistic financial picture.
Learn more by listening to my interview on the CSLP Podcast: A HOLISTIC FINANCIAL ADVISOR’S SUCCESS STORY
How often do we need to meet?
It is important for us to follow our initial meeting process, but after that, meetings are done on an as needed basis. We want to hear from you on important life updates and therefore try to get together twice a year at a minimum. We are your lifetime resource, and our continuous communication helps us stay on track with your plan. No need to worry about always coming into our office. Even though we love meeting all of our clients face to face, we know you're busy and are always willing to arrange video and phone call meetings at any time!
How do I get started?
The first step is to get together and have a simple conversation. After that, we can determine the next steps.