FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fees are available upon request!
- What is your typical process for working with a new customer?
We like to conduct a 10 minute intro call and then conduct an hour virtual complimentary consultation to help them determine what Financial Planning services are best for their financial situation.
- What education and/or training do you have that relates to your work?
Bachelors of Science in Finance from U.S.C Certificate in Financial Planning from Georgetown University