FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fee schedule and disclosure brochure is offered on our website at walknercondon.com. We are a fee-only firm and do not accept commissions from investment products. We are fiduciaries for our clients and are an independent firm.
- What is your typical process for working with a new customer?
We offer a no-cost, no-obligation initial appointment with prospective clients. From there we develop financial objectives together and determine if there is a mutual fit to work together on an ongoing basis.
- What education and/or training do you have that relates to your work?
Clint, one of the co-owners, has been in financial services since 2000 and graduated from the University of Wisconsin with a BBA in accounting and marketing. Jonathon is a CFP(r).