FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
No fee for our initial consultation! I market a broad range of financial education, planning, and tax advice. I never want the fee to be the reason I can't assist someone in achieving their goals. Our minimum financial planning fee is $500. It can be broken up semi-annually, quarterly, or monthly depending on the situation.
- What is your typical process for working with a new customer?
When meeting with a new client, I like to get to know your situation, goals, and build trust. I also want to understand your financial and life goals for me to fully help you the right way.
- What education and/or training do you have that relates to your work?
Our team has all the required Licenses, Certifications, and Continued Education.