FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I do not charge for consultations. We do offer fee-based and non-fee based planning.
- What is your typical process for working with a new customer?
The first meeting is all about the client. We talk about goals, things you currently have in place, budget and really just get to know you. While gathering facts that will help my team and I build an awesome plan for you and your family. The following meeting, will be to cover your plan and recommendations. This is your plan, so we want to make sure it tailors your needs and budget. As well as answering any questions, so that you feel empowered and educated moving forward.
- What education and/or training do you have that relates to your work?
Series 6 Series 63 Licensed in multiple states.