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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What kinds of investment strategies does Cis Global work with?
We help clients in the Winnetka area develop strategies aligned with their financial goals and life circumstances. Our approach focuses on building a plan that makes sense for your situation, then implementing it with discipline over time.
Do you work with clients outside of California?
We're based in Winnetka and primarily serve the local community, but reach out to discuss your specific situation. We can let you know right away whether we're the right fit for what you need.
How long does it usually take to get started?
Getting going is pretty straightforward—we typically move from initial conversation to a working plan within a few weeks. The timeline depends on how much information we need to gather and how quickly you can provide it.
What should I bring to our first conversation?
Just come ready to talk about what matters to you financially and what you're hoping to accomplish. We'll walk you through what we need to know, and you can gather details afterward if something doesn't come to mind in the moment.
How do you charge for your work?
We'll discuss our fee structure with you during your initial contact so there's no surprise later. Pricing depends on the scope of what we're taking on, and we're upfront about costs from the start.
Can you help me review what I'm already doing with my money?
Absolutely—we often work with people who want a second opinion on their current situation or existing arrangements. A review helps us understand where you are and figure out whether changes would help you reach your goals.