FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Each case I work is unique as is charged as such. When presenting the cost for a financial plan I provide a breakdown of the charges to bring transparency to the whole process.
- What is your typical process for working with a new customer?
I offer a complimentary initial consultation to sit down and chat about both your immediate needs and long term goals. Depending on the complexity of your situation we can move forward with implementation or focus on crafting a comprehensive plan.
- What education and/or training do you have that relates to your work?
On top of 15 years of small business management and ownership I am licensed by the state of Colorado to produce life, health and accident insurance. Additionally, I hold Series 7 (broker) and Series 66 (investment advisor) licenses issued by FINRA.