FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our services are completely FREE—seriously! We believe financial guidance should be accessible to everyone, so we don’t charge for consultations or planning services.
- What is your typical process for working with a new customer?
We start with a quick, no-pressure call to learn about your financial goals and current situation. From there, we create a personalized roadmap to help you reach those goals—whether it’s preparing for retirement, rolling over a 401(k)/pension/other retirement accounts, or protecting your family with life insurance.
- What education and/or training do you have that relates to your work?
We are licensed through state-regulated financial authorities, ensuring we comply with all federal and state laws. This licensure requires ongoing training, so we’re always up-to-date on industry best practices, financial tools, and ethical standards.