- What should the customer know about your pricing (e.g., discounts, fees)?
Zero Fees and Zero obligation
- What is your typical process for working with a new customer?
Getting know the person; understand their needs, goals and current positions. All our advice and plans are custom to each person. Nothing cookie cutter, we are not salesmen, we are professional who love doing this. This why our services are Free with no obligations.
- How did you get started doing this type of work?
I’ve always had a financial planner and my results have been great. I decided I wanted to do the same for others; it’s rewarding to help others.