FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All packages come with a 60-day Dynamic Guarantee. You will receive a full-refund if you're not satisfied - no questions asked. Package 1: A call is $250 per hour and is prepaid. "Just help me" is how you're probably feeling. You need professional help to handle your situation in a timely manner instead of going through the comprehensive planning process. Package 2: A comprehensive financial plan is $5,100. It includes two meetings and a plan delivery over the course of three months. Package 3: Ongoing financial planning helps you implement the action items and recommendations in your comprehensive plan and is $1,500 upfront and $500 per month with a one-year commitment – no investment management is required. Package 4: Ongoing financial planning plus investment management is the ongoing planning fees above plus professionally managed investments based on a blended AUM schedule starting at 0.90% for the first $1,000,000 and 0.70% for the next $4,000,000 and 0.50% for the next $5,000,000.
- What is your typical process for working with a new customer?
Everyone receives a complimentary consultation and walks away with their one-page personal prosperity blueprint that includes important action items that we identify and discuss together.
- What education and/or training do you have that relates to your work?
CERTIFIED FINANCIAL PLANNER® 13 years in the wealth management industry.