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FAQs

Do I really need a financial plan?

Yes. Planning for the future is complex and investing well over time is difficult. We have yet to find an individual investor that has not benefited from our financial planning.

Do I have to sell my existing investments to work with CU Financial Partners?

No. We will work with you to transition any existing investments in a tax-aware manner that do not meet our guidelines and retain the ones that do in your CU Financial Partners investment(s).

I am not sure how much I am paying my advisor or the costs associated with my investments. Will you analyze my investment portfolio to determine how much I am paying?

Yes. We will prepare a fee analysis detailing your current fees and expenses. To prepare your analysis we require a copy of your most recent monthly or quarterly statements. 

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