FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer a complimentary consultation to get to know each other and see if we’re a good fit. We’ll discuss your financial goals, current situation, and how I can help. It’s also a chance for you to ask any questions about my firm and approach to financial planning. I operate as a fee-only financial planner with transparent pricing. The fees are for comprehensive planning, and/or ongoing financial planning. I also collaborate with you on a flat or hourly rate based on the complexity of your needs. During the initial consultation, we’ll provide a clear breakdown of all fees so you know the costs before committing.
- What is your typical process for working with a new customer?
In our complimentary consultation, we’ll discuss your financial goals, current situation, and how we can help. You’ll get an overview of our services, fee structure, and answers to any questions. This meeting is about determining if we’re a good fit, with no obligation to proceed. Feel free to bring any documents or questions to make the most of our time together.
- What education and/or training do you have that relates to your work?
I am a CFP® and have a MBA with a concentration in finance. Certified Financial Planner, Previous Series 7 licensed (no longer directly managing client’s assets), and current 66 licensed (providing timely and actionable advice). With over 15 years of experience in financial planning, I am here to collaborate with you to turn your intentions into prosperity. My role as a Certified Financial Planner(TM) allows me to leverage both my MBA and a Bachelor’s degree in Organizational Leadership, bringing a deep wealth of knowledge and practical expertise to every conversation.