FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My clients can work with me in several capacities. They can choose to pay me directly for a financial planning fee that is based on each client's complexity. I can manage and recommend investment portfolios for an assets under management fee, and I can help with the implementation of other financial products like insurance which pay commissions. All compensation will be transparent and disclosed to each client. All recommendations are based on the client's best interest and I operate under a fiduciary standard to put your interests ahead of all others.
- What is your typical process for working with a new customer?
I work primarily with newly married couples, and therefor my process starts around organizing your financial lives, establishing a family balance sheet, and analyzing each aspect of your finances. I then offer personalized cash flow recommendations, asset building recommendations, risk analysis and protection planning, and more. Usually my clients are able to build their financial plan and address all their initial priorities within 1-3 months of starting our conversations. We will then schedule follow up "calibration" meetings to review and make any necessary updates/adjustments.
- What education and/or training do you have that relates to your work?
I hold a Bachelors of Science degree in Business Management from The College of New Jersey. I've obtained Series 7 and 66 licenses making me a registered representative and investment advisor able to service clients across the county. I'm also currently enrolled in certification classes at The American College of Financial Services.