Emily Halal- Financial Advisor
Responds in about 15 min
Serves Houston, TX
3 years in business
Customers rated this pro highly for professionalism, work quality, and responsiveness.
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- What should the customer know about your pricing (e.g., discounts, fees)?
I do not charge a fee for consultation or planning. My company compensates me in the event a client moves forward with planning.
- What is your typical process for working with a new customer?
Typically, the first call is an introductory meeting. I introduce myself and share some about my team and role as a Financial Planner. Most of this meeting is utilized to get to know my client personally, professionally, and financially so I can learn what’s important to them. Then I take that information and tailor a customized financial plan. In the second meeting, I present the financial plan to the client with some recommendations and action steps. In the event one is wanting to move forward, we get paperwork going and touch base at LEAST once a year from there on out!
- What education and/or training do you have that relates to your work?
Insurance License, Series 6 & 63, SIE. Northwestern Mutual is ranked amongst the top in the nation when it comes to training their employees.