FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our initial consultations are typically complimentary, as our goal is to first understand your situation and provide value through education. Depending on the services, compensation may come from the financial or insurance products implemented, so there are often no upfront fees. We always prioritize transparency and will clearly explain any costs before moving forward.
- What is your typical process for working with a new customer?
We start with a discovery conversation to understand your goals, challenges, and current financial picture. From there, we focus on education and financial literacy, helping you understand your options. Then we design a custom strategy tailored to your needs—whether that’s protection, wealth-building, or retirement planning—and walk with you step-by-step through implementation and ongoing support.
- What education and/or training do you have that relates to your work?
Our background includes training in financial services, insurance strategies, and business consulting, along with ongoing professional development to stay current with industry trends. I am also licensed in 21+ states and have specialized training in life insurance, annuities, IULs, retirement planning, and other financial services. We place a strong emphasis on financial education, ensuring clients not only have solutions—but truly understand how and why they work so they can make confident, informed decisions.