FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
When it comes to pricing, I believe transparency is key. I offer both fee-based and commission-based advising because everyone's situation is different, and one size doesn't fit all. For clients who prefer ongoing, hands-on financial planning with regular adjustments and check-ins, my team offers a fee based structure that provides clarity and consistency-it's like having us on retainer. For others who are focused on specific solutions, like insurance or certain investments, a commission-based approach might make more sense, where costs are tied directly to the products we set up. At the end of the day, my goal isn't to fit you into a pricing model. It's to figure out what works best for you and your goals. Whether we're building generational wealth, protecting your family or key employees, planning for retirement, etc.. you'll always know exactly what you're paying for and why.
- What is your typical process for working with a new customer?
Introduction and Fact-Finding: Begin by getting to know one another, discussing goals, and understanding the client's current situation. Recommendations: After gathering and analyzing the information, we will present the client with their potential trajectory if no changes are made. We will then provide recommendations based on the facts and goals collected earlier. Collaborative Discussion: Come together to discuss the recommendations and goals. Decide what actions will be implemented immediately, what will be deferred for later, and what will be set aside.
- What education and/or training do you have that relates to your work?
Florida 215 License SIE Series 6 Series 63