FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer financial planning on a simple monthly subscription model—typically $100/month—designed to give you full access to advice, financial tracking, and regular check-ins without requiring large investment minimums or charging hidden fees. It's straightforward, transparent, and flexible to your needs.
- What is your typical process for working with a new customer?
We start with a brief discovery call to understand your goals and needs. From there, I create a simple one-page financial plan based on a full financial vitals assessment. You’ll get real-time tracking tools, quarterly progress updates, and an annual review meeting, plus unlimited support throughout the year—all designed to fit your busy life.
- What education and/or training do you have that relates to your work?
I hold multiple engineering degrees and an MBA in Finance, combining technical precision with financial expertise. I’m also a Series 65 licensed investment advisor, which means I’m legally required to act as a fiduciary and always put your best interests first. I continually invest in advanced training focused on cash flow management, investment strategy, and tax optimization to help my clients make smart, confident financial decisions.