FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We charge a 1% per year declining fee on managed assets. And/or We charge an ongoing financial planning fee based on complexity that ranges from $1200-$6000 per year.
- What is your typical process for working with a new customer?
Our initial step involves understanding your needs and how we can be of assistance. Next, you'll bring in your financial documents and we’ll help organize and formalize your financial goals Then, collaboratively, we'll chart a course towards your desired destination based on your priorities and goals We commit to adjusting your financial strategy to accommodate evolving circumstances and ensure alignment with your objective
- What education and/or training do you have that relates to your work?
Both of CSGs lead advisors are Certified Financial Planners™ including myself. I've received a scholarship for excellence in mathematics and was on the Dean's list at the University of Delaware while pursuing my business degree. I personally have been featured in CBS Money Watch and the Wall Street Journal regarding my financial expertise.