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FAQs

• Do you have any payment plans?
  • Yes, after initial deposit you may choose to pay monthly, quarterly, or in one or two payments. Asset management (AUM) is billed separately on a quarterly basis.

• What is your cancellation policy?
  • You may end our working relationship at any time.  With appropriate advance notification, refunds are usually not required because most of our services are billed in arrears.  There are, however, separate processes for ending our asset management services from the financial planning services.

• Where do you work with clients?In an office or virtually with video conferencing?
  • I conduct most of my meetings with clients virtually, but I also meet with them in-person at co-working office locations in the San Francisco Bay Area.

• Do you have any requirements for clients?
  • There are no minimum asset requirements, but we do need you to adequately supply your financial information in a timely manner to complete your financial plan.

• How do you protect the personal information I share with you?
  • Please see our Privacy Policy.  For information about the privacy measures by other service providers we work with, please click on the vendor’s name* listed below:
    • AdvicePay
    • Charles Schwab & Co., Inc.
    • Ethos
    • Orion
    • PreciseFP
    • RightCapital
    • ScheduleOnce
    • WealthBox
    • XYIS
    • Zoom

• How would I, as your client, be affected if there is a disruption to your business for a long period of time or altogether?
  • We have made plans for disruptions within our control. For details please see our Business Continuity Plan.

• Is there an objective source where I can check your history as financial advisor?
  • Yes, FINRA’s Broker Check: https://brokercheck.finra.org
  • Also, the SEC’s Investment Advisor Search: https://www.adviserinfo.sec.gov/IAPD/default.aspx

• What are the logos for in the footer of your website?
  • They represent the professional financial planning organizations we belong to. Click on their names* to view our connection to them:
    • CFP
    • NAPFA
    • XYPN
• Can I check on your CFP certification?
  • Yes, click here to view Elisa Ordona’s CFP® certification.

* The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We have no representation as to the completeness or accuracy of information provided at these websites. EFP is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. EFP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EFP’s web site or incorporated herein, and takes no responsibility thereof.

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