FAQs
- What is your typical process for working with a new customer?
The best process would be to set up a time to meet and talk in person. It's a very casual, laid back process. We care about the customer and want the best for them.
- What types of customers have you worked with?
I have worked with an array of different customers. A common misconception is that you need to be rich to meet with a financial planner, that is not true. We work with everyone and truly believe we can help everyone.