FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Price varies depending on client circumstances and the complexity of current situations or future goals. The objective is to make Financial Planning and Advice attainable to everyone.
- What is your typical process for working with a new customer?
There is a 4 step process for new clients: 1) Getting to know each other, determining services needed and complexity of current situation. This is what price will be based on. 2) Gather information about you and your family's goals including but not limited to College Planning, Retirement/Estate planning, etc. 3) Make recommendations on how to optimize your current situation for current and future goals. 4)Implement an agreed upon solution and monitor moving forward.
- What education and/or training do you have that relates to your work?
- 16 years working in Financial industry - Bachelors Degree in Economics from San Diego State University - Series 7 and Series 66 licenses