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Frequently asked questions
What kinds of financial situations do you work with?
We help individuals and business owners in the Savannah area with financial planning, investment strategy, and wealth management. Whether you're building toward retirement, managing multiple income streams, or coordinating complex finances, we work through the details with you.
Do you serve clients outside of Georgia?
We're based in Savannah and primarily work with clients in the local area, though we're happy to discuss your specific situation when you reach out. Contact us through the site and let us know where you're located so we can let you know if we're a good fit.
How long does it take to get started with Courtland & Co?
Initial conversations typically happen within a few business days of your contact, and we can often schedule a first meeting within the same week. From there, the timeline depends on what you need—some clients want a one-time review, while others work with us on an ongoing basis.
What should I bring to our first conversation?
Bring whatever documents feel relevant to what you want to discuss—investment statements, insurance paperwork, tax returns, or just notes on your questions. We'll guide you through what we need to look at once we understand what you're working on.
How do you structure fees with clients?
Our fee approach depends on the scope of work and how you prefer to work with us. We'll explain our options and pricing clearly before you commit to anything, so there are no surprises.
Can you help me understand my current financial setup?
Yes—a lot of clients come in wanting a second opinion or a clearer picture of what they already have in place. We review your situation, explain what's working, and identify gaps or opportunities you might be missing.