FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My consultations are free. The fee to attend my educational course varies from $500- $99.00.
- What is your typical process for working with a new customer?
We typically meet for needs assessment and education. I prefer clients attend my monthly workshop to get an idea of our philosophy and understand how we do business. I build plans with clients as my partner, my philosophy is clients should understand the Why? and What? at it pertains to their money. We monitor performance by meeting every 6-12 months for review.
- What education and/or training do you have that relates to your work?
I am an economist with a teaching back ground. I have a 215 and series 6. Which means I use both investments and insurance in my plans.