FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We don't charge anything for our information. The information is free, but the impact it could have in your finances is Priceless. In lieu of a fee, we ask that you would refer us to 7-10 loved ones who might appreciate the same Life Changing Information. Our Financial Needs Analysis (think of it like a Financial GPS) is completely confidential, customizable, and complimentary for our clients, and we do not charge for house calls. We meet in the comfort of your own home, however, if you prefer to meet at our office or at some neutral territory, that is not a problem.
- What is your typical process for working with a new customer?
The first step is to schedule an exploratory 20-30 minute meeting to determine if our advice aligns with your financial goals.
- What education and/or training do you have that relates to your work?
Fully Licensed in all the areas we serve.