FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We are a fee-only practice. This means that we do not get a commission for a product sold, you pay us for our objective recommendation. We are here for you the client.
- What is your typical process for working with a new customer?
We believe that before we earn the right to give recommendations, we need to understand our clients and their financial situation. Until we are confident we have a clear picture of who the client, we ask a lot questions. We then create a plan to get them started quickly, while touching on every aspects of their financial life over time. Our goal is to help get the most out of their lives, through our financial guidance.
- What education and/or training do you have that relates to your work?
Our founder is a CERTIFIED FINANCIAL PLANNER™.