FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We usually schedule a free meeting with a potential client to evaluate your needs as a client. We like to determine what we can do for you and how we can work together. We are a fee only advisor service. We do not take commisions for selling products.
- What is your typical process for working with a new customer?
Usually we will meet an talk about what the client needs to accomplish. There is no charge for this first meeting. Then after evaluation of the needs, if we decide together we will develop a plan, execute that plan and then review that plan and make adjustments as needed.
- What education and/or training do you have that relates to your work?
I have a CFP designation. I have an MBA from University of Texas At Austin. I have a heavy accounting background.