FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Initially, a 50 min sit down discussion reviewing the individual's information is $100 This is 1/3 the normal $300 session fee. Veteran, Professionals, and Senior discounts are available upon request.
- What is your typical process for working with a new customer?
Typically I feel it important for an individual to know, and have written down, all of their assets as well as their liabilities. From there they should know, and have written down, short term goals (15yrs). From this information, together we can see where the individuals are, where they want to go, and figure out a plan to get there.
- What education and/or training do you have that relates to your work?
I am constantly learning and being educated in my fields by taking courses, attending seminars, and just researching information on my own. Synergized Associates always has many, many options of learning material available.