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Frequently Asked Questions

Are you working from home?

We have a limited number of staff currently working at our office, but in light of the COVID-19 Pandemic we're excited to serve and assist you via Zoom, email, and phone. 

Where will meetings be held?

For the time being we're conducting all of our meetings via Zoom

Do you charge hourly or fixed price service fees? 

We charge fixed price service fees and offer monthly automatic payment options.

How big is your team?

We're currently a team of 12.

How much will your services cost?

Every client is different! You’ll meet with us to discuss your unique personal and business needs. From there, we’ll create a custom proposal tailored specifically to your needs. We'll have a second meeting to review it, then you'll have as much time as you need to decide if you'd like to sign on for all of the services offered, or to make changes. Nothing is charged until you decide to move forward with the proposal.

Who will I be meeting with?

Our Director of Advisory Services, Bryant Abaricia. He's been on the Cobalt team since 2016. He’s held leadership positions in each of our departments and has truly laid the groundwork for where Cobalt is today. Bryant also has +10 years of experience owning and operating his own business’.

Where can I mail documents?

We are accepting mail at our office:

1100 NE 28th Ave #100, Portland, OR, 97232, USA

How do I join a Zoom meeting?

1. Download Zoom: Click here

2. Click the Zoom link we sent via email & event invite, that's it! 

For further detail on how to join a Zoom meeting: Click here

How can we help?
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