FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Simple and transparent pricing. "Try before you buy". Free 30-minute introductory meeting and free no-commitment 60-minute follow up meeting. If you hire me, the fee is $400 for unlimited consultations each 30-day engagement cycle. Payment is due at the end of the engagement period, not upfront. Can start and stop anytime you want. As little at $400 for the year, no more than $4,800. No requirement to move assets or open an account (but I can open accounts and consolidate assets if you'd like, for no additional fee). No commissions or product sales No fee based on the size of your income or assets Don't pay full-time fees for part-time advice No long-term commitment or termination fees
- What is your typical process for working with a new customer?
Virtual meetings by phone or video. I also offer limited in-person meetings in NYC and Los Angeles. Collaborative process. After our initial consultation, we'll determine whether it might make sense to work together. If we decide to schedule a follow up meeting, I'll gather additional information and deliver a preliminary proposal at the second meeting. If you decide to hire me after the second meeting, you'll sign an engagement contract and pay the fee at the end of the 30 day initial engagement (Engagement period starts on the date of the second meeting). After the initial engagement, you might decide to connect for occasional "check-ups". You'll only pay a fee, if and when we meet.
- What education and/or training do you have that relates to your work?
CERTIFIED FINANCIAL PLANNER™ Chartered Financial Consultant Chartered Life Underwriter