FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My practice is set up for two distinct services. I charge an hourly fee of $200 per hour for FINANCIAL PLANNING, and I charge a negotiated fee based on assets under management for INVESTMENT MANAGEMENT. The two services are independent of one another.
- What is your typical process for working with a new customer?
Our first meeting is always complimentary where we learn a little about each other and what it is that you're looking to accomplish. I explore what your financial goals are, then we decide if we want to work together to achieve them.
- What education and/or training do you have that relates to your work?
My professional designations represent 7 years of post graduate work. I hold a Certificate in Personal Financial Planning from the University of CA. at Berkeley I hold the CERTIFIED FINANCIAL PLANNER® professional designation. I hold the CERTIFIED INVESTMENT MANAGEMENT ANALYST professional designation. I hold the CHARTERED LIFE UNDERWRITER professional designation. I hold the CHARTERED FINANCIAL CONSULTANT professional designation. Please visit my website for certification requirements for each designation.