FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Consultations are 100% complimentary. You pay nothing unless you agree to utilize one of the many financial strategies our team provides.
- What is your typical process for working with a new customer?
The first meeting is to get to know the client and what their financial goals are. Then a follow-up meeting will cover tailored solutions that fit the clients needs.
- What education and/or training do you have that relates to your work?
I have completed multiple training courses and am a licensed financial professional in multiple states across the U.S.