FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Depending on the complexity and time it takes to complete the plan the price does differ. Standard prices for any plan starts at $2000.
- What is your typical process for working with a new customer?
I first understand their current situation and where they would like to be financially. Once the client and I decide to move forward I give them access to our financial planning software and start the process of getting them on track to reach their goals. The process typically takes up to 2-3 months to deliver the finished plan.
- What education and/or training do you have that relates to your work?
Series 7 and Series 66. Currently licensed in IL, IN, NY, GA,TX, CA