FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I only get compensated 1 way: - Fixed Flat fee-based based on total NetWorth, total income, or assets under management. - Work directly with a fund manager(me) to save money and skip the middle man(financial advisor-who help you select investment options, but don't know how to make investments into stocks or can't evaluate company's valuation)
- What is your typical process for working with a new customer?
Learning about the client's financial situation. Present a feasible plan and timeline for the project to be delivered. 1. Getting to know each other stage, it is critical to building a trusting relationship. The first step is to schedule an in-person or over the phone conversation to learn about our clients, their goals, vision, bucket list, financial straight to truly understand their philosophy about money, the future and to understand what is important to them at this stage of their lives. 2. Based on the conversation, we build a written plan that addresses our potential client's concerns, objectives and goals. This is the stage to talk about strategy, tactics, financial products and see there is a good fit or a desire to work with us on a long-term basis. 3. If a potential client is happy with the plan, we will bring the plan to life by helping them implement the strategies and recommendations. At this point, we are going to be working together on a long-term basis. Our team will check in with you as often as you like, and as little as twice a year. Regardless of how busy our lives are, we recommend meeting at least once a year to review the plan, change it as needed, and continue to grow your wealth and our partnership.
- What education and/or training do you have that relates to your work?
I have a degree in finance and work over 5 years in investment-related positions that make million-dollar investments in companies and provided for Private Equity consulting for the SBA(Small Business Administration)