FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am not a fee based advisor, and there is no charge for a consultation.
- What is your typical process for working with a new customer?
Whether you are concerned for your own financial needs or those of your family or business, I will work to understand your financial dreams and goals so I can help provide the right solutions and products at the right time.
- How did you get started doing this type of work?
I am excited to meet anyone who wants to be helped, is curious to know their options and what's possible, or just open to some fresh ideas and insight.