FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We're Fee-Only and charge a small fee based on the managed assets that's all-inclusive and includes investment management all financial planning work. The annual fee ranges 1/4% to 1% of managed assets. This is our most popular program. For a planning only client, we charge a low hourly rate of $150 per hour. This is popular among younger clients that want to manage their own investments.
- What is your typical process for working with a new customer?
We start with a complementary no-cost initial consultation to learn more about the client's needs and discuss how we can help.
- What education and/or training do you have that relates to your work?
As a Certified Financial Planner, I take a minimum of 30 credit hours of continuing education every 2 years to stay current with developments in the financial planning profession to better serve my clients.