FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
FinancialFamilies is compensated through an annual retainer of $2,400 or $3,600 depending on the financial situation of the family.
- What is your typical process for working with a new customer?
A Concept Meeting provides an opportunity for new families to ask questions and best understand the services at no cost or obligation.
- What education and/or training do you have that relates to your work?
Certified Financial Planner™ (CFP®) Master of Business Administration (MBA)