FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We do not charge to provide the customer with a financial analysis we are paid by the 50+ insurance providers we work with
- What is your typical process for working with a new customer?
We set up an appointment via zoom I ask them 6to 7 questions about money share my story about how I learned about money Ask them their needs and start to provide valuable financial education to them and ask them how can we work together to achieve their financial goals
- What education and/or training do you have that relates to your work?
I had to study to pass the exam to become licensed and I’m continually learning by attending team meetings and product/industry webinars and trainings