FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The service is free! Just bring yourself, any questions related to finance that you have in mind and I will do the rest!
- What is your typical process for working with a new customer?
Tell me your story and I can provide you with different portfolio investment plans that are suitable for you. The choice is on you with no rush or pressure! Your problem can be solved within one meeting, or you can chose to sleep on it until our next appointment.