FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Depending on the complexity of your household finances, I charge a one time fee for a financial plan which includes 6 months of unlimited financial coaching, counseling, and ad-hoc financial planning questions. After the initial 6 months, there is a monthly subscription to ongoing planning, which may be canceled at any time. After the first year of intensive focus on implementation, we have an ongoing service calendar to monitor progress toward your goals. Investment management is available, but not mandatory.
- What is your typical process for working with a new customer?
We will have several meetings to get to know each other before an engagement contract will be signed. During these meetings we will explore your financial situation, as well as your short, medium and long term goals. We will talk about what is important to you, and where you want to go.
- What education and/or training do you have that relates to your work?
I have been CERTIFIED FINANCIAL PLANNER™ professional since 2015. I have several years of experience as an AFC® financial counselor and financial coach as well. I believe in an integrated approach to financial success, looking at all aspects of my client's lives, including debt/credit, estate planning, retirement planning, insurance of all kinds, cash flow, as well as investing.