FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We have no upfront fees. In the financial industry only a CFP can legally charge a fee to discuss your finances.
- What is your typical process for working with a new customer?
We typically meet at our office or in the clients home depending on The client's preferences. We give a comprehensive financial needs analysis, make recommendations after carefully looking at the spreadsheet of the completed analysis, and any actions taken are at the discretion of the client. Usually the specific recommendations are made at the 2nd appointment.