FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our financial planning is $49. per month.
- What is your typical process for working with a new customer?
Our initial consult is free. We charge a $49. monthly fee for financial planning. We work closely with our clients to get organized with an online portal so we can begin making recommendations such as how much to save, reducing debt, budgeting, investing, insurances, benefits packets at work, social security elections, tax-advantaged investing and much more.
- What education and/or training do you have that relates to your work?
B.A. in Management and Society from The University of North Carolina at Chapel Hill CFP®, CERTIFIED FINANCIAL PLANNER™ CRPC®, Chartered Retirement Planning Counselor AAMS®, Accredited Asset Management Specialist RICP®, Retirement Income Certified Professional® AIF®, Accredited Investment Fiduciary Series 65 Uniform Investment Adviser Law FL 2-15 – Life Insurance