David Disraeli, The Personal CFO, Inc.
It’s free, with no obligation to book
Hired 2 times
Serves Cedar Park, TX
28 years in business
Check, Credit card, PayPal, Square cash app
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- What should the customer know about your pricing (e.g., discounts, fees)?
I charge $750 for a will/trust and powers of attorney for a couple. This includes the attorney's fee. I charge $750 for a standard LLC and $1200 for a series LLC in Texas.
- What is your typical process for working with a new customer?
I take a great deal of time learning about a client and their needs. After asking a number of questions and listening closely to the answers, I recommend next steps and quote a fee.
- What education and/or training do you have that relates to your work?
I have 31 years of experience in financial and estate planning and am a Certified Financial Planner. In addition I work for three law firms with expertise in wills, LLC formation, asset protection and business law.