FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Life coaching prices can be on a one time or a monthly subscription fee based on the services selected. Initial consultation is a complimentary service.
- What is your typical process for working with a new customer?
We dive right into talking about the pursuit of happiness. I educate on the most efficient use of existing resources, help them make strategic decisions, and become an accountability partner. The goal is to help protect the things in life that are most important, allowing you to focus on enriching life, and achieving their dreams. The interview consist of discussions on their relationship with money, financial goals, money experiences, and fears. The consultation ends with my recommendations on the meeting schedule and topics.
- What education and/or training do you have that relates to your work?
Bachelors of Science from University of Southern Mississippi Series 7 General Securities Representative Exam Series 65 Uniform Investment Adviser Law Exam Accredited Asset Management Specialist Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities