FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
You are unique, and so are our service fees. Unlike most financial advisors who base their fee on your investment account size or your net worth, we can work together on an hourly or ongoing basis with or without investment management at half the industry standard.
- What is your typical process for working with a new customer?
The first step is getting to know each other. I hope to get to learn about you, your family, your goals and your vision for retirement, and then we can develop a plan to help you get there.
- What education and/or training do you have that relates to your work?
We have all the required licenses, as well as the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. This education, along with over 12 years of retirement planning experience, well equips to help our clients towards their retirement goals.