FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My standard hourly fee is $125/hour for financial work ranging from assistance with budgeting to Social Security analysis. For complete comprehensive financial plans, I charge a flat fee of $3,000. I have asset management services as well for a percentage of the assets you place under my management at a flat 0.75% annually. My tax services are based on the forms needed to file your federal return with a standard fee designated for each form. If you are a client for other services there is a 15% discount for tax preparation.
- What is your typical process for working with a new customer?
Meet and discuss what the expectations are for both parties. After that, we mutually decide to either work together or not. In this type of work, it must be a good fit for everyone involved. My goal is for your financial success at a minimum cost to you. Each client is a unique individual and no two clients are the same which is why each plan is tailored to fit your exact needs.
- What education and/or training do you have that relates to your work?
I have a Master's of Science in Personal Finance and I also have an MBA and Master's in Accounting and hold a Series 65 License in the State of Tennessee. I can legally provide financial planning in all 50 states. Although I do not sell health or life insurance I am still licensed to do so in the State of Tennessee.