Do I have enough money to work with you?
Cast Member Financial does not have a minimum asset requirement. As long as your situation fits into one of the two categories listed on the "who do you work with" page then Cast Member Financial may be right for you.
Do I have to work/have worked for Disney to work with you?
While Cast Member Financial does specialize in helping current Disney Cast Members it is not a requirement to be a Disney Cast Member. Many clients are simply fans of Disney or family/friends of a cast member interested in receiving guidance from a CFP®.
Do I have to be in your area or can you work with me remotely?
It's 2024. Of course not! While Cast Member Financial is based in Orlando, FL, appointments may be done virtually anywhere in the United States or its territories. Local Orlando clients are welcome to meet in person at their convenience.
How do you get paid?
Cast Member Financial charges either a flat fee or a fee that is a percentage of the value of the investments managed. Cast Member Financial does not get paid through any type of commission, kickbacks, or other undisclosed revenue sources.