FAQ

Are you a fiduciary? 

Alyse Keultjes is a CFP® (Certified Financial Planner) and strives to uphold the fiduciary standard of care in advisory relationships. The fiduciary standard of care requires that a financial adviser act solely in the client’s best interest when offering personalized financial advice.

When do I need to hire a Wealth Manager?

I find that everyone can benefit from some form of financial planning, but I do my best work for clients who have the ability to allocate at least $1,000/month towards their financial goals or have $100K in investable assets.  

Big life transitions such as starting a new job, divorce, marriage, having a child, receiving a promotion, a relocation, or a financial windfall can all be great opportunities to engage in professional financial advice. 

How do I move my accounts to Emerald River Wealth Management?

Moving money can seem daunting, but it’s my goal to make this easy for you.  I will review your investments and prepare the appropriate paperwork for you.  During your In-Person or Virtual Consultation I will have you review and sign off on these documents.  

If you have existing brokerage accounts, I can electronically transfer the investments “in-kind” to your new account.  If we’re initiating a rollover from a previous employer, we’ll navigate the plan administrator’s process. We will walk together through every step.

 (NOTE: I accept checks, but I do not accept physical cash.)

Do I need to live close to your office to work with you?

No!  I can meet you in my Granger office or virtually.  If you have a special location request, please call into the office to discuss other arrangements and I will try my best to accommodate your particular needs.

How do I access my accounts? 

You will be given online access to all of your accounts held with my office so you can view your accounts 24/7.

How do I pay my annual fee? 

Your annual fee can be paid directly from your brokerage account or from your bank account.

What if I need to cancel my meeting? 

I appreciate a 48 hour notice when canceling your scheduled appointment. If you booked your appointment via OnceHub, you can cancel and/or reschedule your appointment via your initial appointment confirmation notification email. You can also contact my office directly by email or phone to cancel your appointment. 

What if I want to cancel my services?

If at any time you don’t feel that my services are a good fit for you, you are free to move your money.

How do I access my money? 

I require verbal confirmation when requesting money from your accounts and recommend that you request money at least one week prior to the required date that you are in need of your money.

How do I get a hold of you? 

You can contact me by calling the office at 574-204-2851 or emailing me at alyse@emeraldriverwealth.com