FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Consultations and advice are always free. I am happy to share the knowledge I have gained about the college planning process. If you need a product or professional service you will pay the wholesale price to the service provider.
- What is your typical process for working with a new customer?
To have a conversation and just see what the needs and concerns are and figure out how I can add value and provide assistance.
- What education and/or training do you have that relates to your work?
I have a Bachelor's degree from Thomas Edison Edison State University. I have been a consultant and advisor in the financial services industry since 1993. There is a better way to save and plan for college and retirement then what is readily available through traditional financial outlets and media. Remember one thing as you engage in this process, college is big business.