FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The first meeting is free of charge. I am not looking to make money off of meeting fees. I am looking to build lifelong business relationships built on trust, expertise, and transparency.
- What is your typical process for working with a new customer?
The first meeting is always a philosophy meeting which lasts anywhere between 30 to 45 minutes depending on the client's time constraints. This meeting will cover my financial planning philosophy, process, pricing, team structure, Q&A as well as what the next steps entail if we mutually agree to proceed with planning.
- What education and/or training do you have that relates to your work?
Degrees in Finance and Economics, many years experience in the investment management and business world, as well as professional licenses.