FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We only make money from how our clients pay us. We don't every receive any commissions or kickbacks from the products we recommend. We charge a % of assets that we manage. The higher the assets, the lower the %. We charge directly from our clients' accounts.
- What is your typical process for working with a new customer?
All potential clients get a "1 page Financial Plan", or a snapshot of the current financial situation. If we decide to work together, expect 3-5 calls within the first 6 months to make sure we have all the information to build your financial plan, which is your guidebook on how we can help you achieve your goals.
- What education and/or training do you have that relates to your work?
I am a CFP® Professional, Certified Investment Management Analyst (CIMA®), and hold the Series 7 and 66 licenses.