FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I receive a fee based on the recommendations you implement. There is no cost for the financial analysis or the advice.
- What is your typical process for working with a new customer?
During our first meeting, the goal is to get to know each other and make sure we our comfortable working together. Assuming the meeting goes well, I will take the information back to my office to complete a comprehensive financial analysis that will be presented at the follow up meeting along with recommendations. If you see value in any of those recommendations, we will continue to work together, and will meet at least once a year to ensure that your needs haven’t changed.
- What education and/or training do you have that relates to your work?
After my injury, I went back to school to learn as much as possible. I have an associates in business administration and will acquire a bachelor of economics and a minor in organizational leadership in May. I also am licensed in life, health and disability insurance and have my series 6 and 63 investment licenses.