FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fixed Fee Financial Planning and Wealth Management Services
- What is your typical process for working with a new customer?
Step 1) Introduction Call: (~30 minutes) We will get to know one another, discuss what your goals are and or what problems you are looking for help with, and ensure your situation matches with our expertise. You will leave the call knowing what the financial planning process looks like, our role as your financial planner, and answer any additional questions you have. Step 2) Get Organized Meeting: (60-90 minutes) Prior to this meeting, we will work with you in organizing the information necessary to properly evaluate your financial picture. During this meeting we will dive into the specifics about your finances, look for opportunities to optimize your investments, lower your future taxes, identify financial planning opportunities, and answer any additional questions you may have. From here we will have a proposal with the services and pricing that makes the most sense for you.
- What education and/or training do you have that relates to your work?
15 years in industry. CFP® professional. Undergraduate degree in Economics.