FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I am a fee only Financial Coach. What this means is that I do not receive a commission form any products that may be recommended to you.
- What education and/or training do you have that relates to your work?
I am a CFP®, which means I am held to some of the highest ethical and educational standards in the financial planning industry.
- What types of customers have you worked with?
I have worked with clients in college all the way to retirees and everything in-between.