FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Simple and transparent pricing. "Try before you buy". Free 30-minute introductory meeting and free, no-commitment 60-minute follow up meeting. If you hire me, the fee covers unlimited consultations each 30-day engagement cycle. Payment is due at the end of the engagement period, not upfront. Can start and stop anytime you want. As little as $600 for the year, no more than $7,200 regardless of income or assets. No requirement to move assets or open an account. You get ongoing access to a collaborative financial planning tool at no cost. No commissions or product sales No fee based on your income or assets No subscriptions or ongoing fees. Don't pay full-time fees for part-time advice No termination fees
- What is your typical process for working with a new customer?
Virtual meetings by phone or video. Collaborative process. You need to have access to a laptop or desktop computer to work with me. After our initial consultation, we'll determine whether it might make sense to work together. If we decide to schedule a follow up meeting, I'll gather additional information and deliver a preliminary proposal at the second meeting. If you decide to hire me after the second meeting, you'll sign an engagement contract and pay the fee at the end of the 30-day initial engagement (Engagement period starts on the date of the second meeting). After the initial engagement, you might decide to connect for occasional "check-ups". You'll only pay a fee, if and when we meet.
- What education and/or training do you have that relates to your work?
CERTIFIED FINANCIAL PLANNER™ Chartered Financial Consultant Chartered Life Underwriter MBA in Finance BS Electrical Engineering