- What should the customer know about your pricing (e.g., discounts, fees)?
There is 3 models: Flat Rate for Plans, Individual Advice, etc. Project Rate for expected hours of completion Subscription Rate which includes regular meetings, text service, and phone calls
- What is your typical process for working with a new customer?
The 7 Steps of Financial Planning. Step 1: Understanding the Circumstances. Step 2: Identifying and Selecting Goals. Step 3: Analyzing the Client's Situation. Step 4: Develop the Plan. Step 5: Presenting the Recommendations. Step 6: Implementing Recommendation(s) Step 7: Monitor the Plan.
- What education and/or training do you have that relates to your work?
I have nearly a decade in real estate, mortgages, and businesses. Helping people build portfolios of investments using the 3 Pillars of Wealth: Paper Assets Real Estate Businesses