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Frequently asked questions
What kinds of financial planning do you work with in Wellington?
We help clients in the Delaware area with investment strategy, portfolio review, and long-term financial planning tailored to their situation. Our process starts with understanding your goals and current position, then we build a plan and review it regularly as your life changes.
How does the fee structure work at Octave?
We discuss pricing transparently upfront based on the scope of work and your account size, so you know what to expect before we begin. Our team can walk you through options during an initial conversation to find what makes sense for your needs.
Can you work with clients outside of Delaware?
We're based in Wellington and primarily serve the local area, though we encourage you to reach out and ask about your specific situation. Contact us during business hours to discuss whether we're a good fit for your location and needs.
What should I bring to my first appointment?
It helps to have a general sense of your current investments, any recent statements, and a rough idea of what you want to accomplish over the next few years. Don't worry about having everything perfectly organized—we'll guide you through what we need to know.
How often will we meet once we start working together?
Most clients meet with us at least once or twice a year to review progress and make adjustments, though the schedule depends on what works for you. We'll agree on a cadence that keeps you informed without being disruptive to your calendar.
Do you handle investment administration, or just advice?
We provide guidance on strategy and help coordinate the details, including ongoing portfolio management and administrative support. This means you get both the planning expertise and the hands-on help to keep things running smoothly.