FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing model will differ based on what is best for the client. We don't charge for our consultations, because I don't want to place any barriers or obstacles up for people to learn about what we offer. But after the planning is complete and we have investment recommendations we go over in detail how all of the fees work. But we have both fee based models as well as models where companies compensate us directly and it doesn't come out of the client's pocket.
- What is your typical process for working with a new customer?
The first appointment is more of a get to know you session where we ask lots of questions of you to understand where you are coming from and the context of your life and you get to ask questions of us. If we think we can help you then we will set up a second appointment. In the second appointment we will review the results of the Riskalyze risk score analysis, discuss your Conditions of Satisfaction survey as well as the Potential Concerns and Opportunities report. The last report will uncover some concerns you had and that we identified as well as the areas of value that we can bring to the table for you. In the third appointment we typically go over a Social Security Maximization report and our Asset Cycle Portfolio System plan and investment recommendations. Follow up appointments would be made for questions and implementation as needed.
- What education and/or training do you have that relates to your work?
I have a Bachelors of Art in Business from Wake Forest University. Series 6, 63 and 65 securities licenses. Life, LTC and health licenses.