FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Transform Wealth offers services on a fee basis, which include fees based on assets under management, fixed fees, and/or hourly fees. Transform Wealth's fees are negotiable at its own discretion.
- What is your typical process for working with a new customer?
I always want my clients to understand as much as they want to about their investments and financial plan. My goal is to make every effort available to leave my clients with financial plans that take into account all of their family’s goals. We typically meet by Zoom if the clients are not physically located in Houston. However, I have clients across the country and care deeply about them and their client experience. Travel can be arranged for those clients with > $2M of investable assets outside of their current company-sponsored retirement plan.
- What education and/or training do you have that relates to your work?
I have a doctorate degree in law where I studied tax law and estate planning, I am a CERTIFIED FINANCIAL PLANNER professional™, and a Certified Private Wealth Advisor® professional with over 15 years of experience in wealth management.