FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
FinanciaI Planning: get 1% a year on assets under advisory and a first year commission on any insurance product (the commission on the insurance products do not affect your principal deposit). I am $150 an hour with a $1500 deposit to start. right now I am offering complementary reviews (a $750 value). Business Consulting: $150 per hour, 10 hour deposit to start. Budget & Time approval by you. Business Plans, Business Docs, Financial Projections most common. Anything having to do with marketing implementation is separate.
- What is your typical process for working with a new customer?
1st meeting is an intro, conversation, and discovery. We start the process with lifestyle and financial data. See my video on the financial planning process. For businesses, there is so much variability and depth to each project... it's important to meet face to face, in person or on zoom.
- What education and/or training do you have that relates to your work?
Bachelor of Arts in Economics with a Minor in Business Master of Science in Personal Financial Planning Credentials: Master Planner Advanced Studies Chartered Retirement Planning Counselor Accredited Portfolio Manager Advisor