FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our fees are based off of complexity for the financial plan, then our Quarterly Advisory sessions are charged monthly after we deliver the detailed financial plan.
- What is your typical process for working with a new customer?
Typically it involves and in-depth conversation so that I can learn more about your goals!
- What education and/or training do you have that relates to your work?
I have taken online courses and read a plethora of books to educate myself alongside my degree in Financial Planning at the University of Georgia.