FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I'm different because most of the time I charge an hourly rate, a percentage of assets or a combination of the two. If my compensation is tied to the assets I help you manage, then I make more money if your account goes up. This way we both have the same objective: to grow your account!
- What is your typical process for working with a new customer?
Our introductory meeting is a fact-finding meeting. I'll need to know about your current financial situation and your goals. Our second meeting will include Financial Considerations, things that you should address to move toward your goals, as well as a deeper dive into how I monitor your investments. Our third meeting is administrative; we do paperwork. The, 45 days later, we meet to confirm that all action steps have been completed, review your account statements to be sure you understand them and set up a schedule for future review meetings.
- What education and/or training do you have that relates to your work?
Mostly, I have 23 years experience, which gives me lots of perspective on what works and what doesn't. I also have degrees in Finance and Real Estate with emphasis areas in Accounting and Economics. I have Series 6, 7, 63 and 65 licenses as well as life/health.