FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I currently have a promotion which I will provide a complimentary initial consultation at no cost to you. That’s $150 instant saving for you since my price will start at $1500+ for a comprehensive financial planning, and hourly fee ($150/hr) for individual consultation, or a percentage of investment management. Take advantage of the discount and give me a call so I can learn what’s important for you and help you to achieve your goals.
- What is your typical process for working with a new customer?
I’ll have a process in place when I work with all of my client. The steps are as follow: 1. First, I’ll learn about you, your financial picture, and what are your top financial goals. 2. We will follow up with a specific solutions to accomplish those goals. 3. Then We implement and monitor the progress. 4. Most importantly, we will review the progress periodically to ensure you are in track to your goals.
- What education and/or training do you have that relates to your work?
FINRA Investment Advisor SIE, Series 7, Series 66 Life & Variable Annuities - GA