- What should the customer know about your pricing (e.g., discounts, fees)?
We offer our advice for free! If you choose to do business with us, we get paid by the companies we refer you to. That's it!
- What is your typical process for working with a new customer?
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
- What education and/or training do you have that relates to your work?
Sean is a licensed retirement planner in the states of Arizona and California. With 15 years of service in the industry, he has paved the way to helping thousands achieve financial freedom. He is also a proud member of the Better Business Bureau, the National Ethics Bureau and the Association of Financial Educators.