FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The fees vary depending on the type and complexity of the services that are requested. I ensure that clients are aware of cost and risks associated with their financial plan.
- What is your typical process for working with a new customer?
I offer a free consultation, during which prospective clients and I discuss needs, options, ideas and reach an agreement whether to work together.