FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am a fee-only planner that provides my client's complete fee transparency. I do not get paid through commissions or from the sale of any product.
- What education and/or training do you have that relates to your work?
I am a CERTIFIED FINANCIAL PLANNER™ Professional and a Chartered Financial Consultant.
- What advice would you give a customer looking to hire a provider in your area of work?
Make sure to work with a fiduciary.