FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer an initial free consultation and a commission-based service.
- What is your typical process for working with a new customer?
I usually start with a consultation to understand your goals and financial situation. From there, I put together a personalized plan and walk you through the options. We then move forward at your pace, with ongoing support and adjustments as needed.
- What education and/or training do you have that relates to your work?
I have formal training in financial planning and investment strategies, along with ongoing professional development in tax planning and wealth management. Combined with hands-on experience working with clients, this background allows me to create practical, personalized solutions that align with each client’s goals.