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.
- 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. If accepted moving forward with the data gathering. 2)Continue gathering information about you and your family's goals including but not limited to (College Planning, Retirement/Estate planning, etc.) 3) I make my recommendations of how to optimize current situation for goals now and later. 4)Implement an agreed upon solution and monitor moving forward.
- What education and/or training do you have that relates to your work?
I graduated with a BS in Finance and Economics, along with a minor in Behavioral Studies. I am licensed through FINRA with a series 7,63,66, and SIE. I've passed examinations to become a Certified Financial Planner, and an Accredited Asset Management Specialist.