FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We have a retainer fee for a comprehensive and coordinated financial plan while we also have a hourly rate for advise as needed.
- What is your typical process for working with a new customer?
We set up a complimentary appointment to discuss the financial situation and of how we can be of service to the client.
- What education and/or training do you have that relates to your work?
Bachelors of Science in Finance from Western Kentucky University