FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fee-only Asset Management: 0.85% Financial Planning: $299 upfront and $19 per month after that
- What is your typical process for working with a new customer?
Getting Started: Complete your free initial planning call Complete your financial profile Discuss your preliminary financial plan Receive and review completed financial plan Follow your step-by-step action plan On-going support: Contact me on an ongoing basis with questions or requests for advice Complete an annual review
- What education and/or training do you have that relates to your work?
I have my Series 7 and Series 66 licenses. I also have my MBA from the University of Nevada with a focus in finance.