Christina Bennett- Fiduciary Financial Strategist
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Service
It’s free with no obligation to hire
Overview
Hired 6 times
Background checked
1 employee
4 years in business
Social media
This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:
Maintain 6 feet of distance from customers
Wear masks during the job
Wear gloves during the job
Disinfect surfaces touched during the job
Photos and Videos
6 photos
Reviews
5 reviews
Read reviews that mention:
- Badar A.
Personal Financial Planning
I had a meeting with Christina and discussed various aspects of investments. I needed an advice regarding investing in stocks, and Christina made a lot of things, that I had not been aware of, clear. She is professional and well-educated. She cares most about building relationships with clients that they would be comfortable in asking her anything regarding any challenges they face. She didn’t charge me for that first great meeting, in which I learned a lot of things, as she said it was just a discussion and she cared about building a relationship more than just money. I would definitely recommend her and get to her for a financial advice.
Aug 5, 2020VerifiedChristina Bennett- Fiduciary Financial Strategist's replyI appreciate that Badar, it was enlightening to learn of your countries financial practices as well. A great session all and all and I’m looking forward to continuing to bring the value!
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- Suzannah C.
Personal Financial Planning
I have thoroughly enjoyed working with Christina. She responds quickly and too time to explain her ideas and helped me work through all the challenges with investing according to my priorities. I recommend Christina without reservation.
Nov 1, 2020VerifiedChristina Bennett- Fiduciary Financial Strategist's replySuzannah! Thank you so much for your kind words. I truly enjoyed every step of the process and it brings me so much joy to know that you have a solid plan that will work for you in a multitude of ways and never against you. Looking forward to continuing the growth of our relationship!
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- Jada S.
Christina has a true passion for financial planning. She is committed to making sure your solution is truly the best one for you and not just simply the one she will profit from. She really took the time to understand my personal financial goals and created a customized plan that I feel confident will help me retire comfortably.
Aug 5, 2020Christina Bennett- Fiduciary Financial Strategist's replyJada! I greatly appreciate your review. It has been an experience getting to learn about what you are about to accomplish. I’m so looking forward to our follow up, congratulations in advance 😃
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- Genevieve B.
Christina is great! Professional and thorough. She handles her meetings efficiently and will not waste your time or try and convince you to get into something for her personal gain. I went to her for my Mother’s retirement and we were able to find the best alternative for her 401k to be moved without penalty before she turns 62. She has been a Godsend for my family and I.
Jul 13, 2020Christina Bennett- Fiduciary Financial Strategist's replyThank you! It was a such a pleasure being able to help you and your Mom out during this time. Looking forward to checking back in with you all.
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- Sharrod m.
I have been working with Christina for one year. We had a heart to heart just last month because I was frustrated with what the pandemic has done to my retirement accounts. She was able to show me numbers and talk me through making my decision. What she showed me put my mind at ease because it performed what I needed better than the S&P 500. The big question for me was when I get to retirement age, how will I be in a position to pay less taxes and minimal withdrawals. She has helped me take strides in what it is that I’m striving to accomplish with my other business ventures as well. Financial planners need a lot more love.
Jul 8, 2020Christina Bennett- Fiduciary Financial Strategist's replyYou have been such a pleasant soul to partner with over this past year. I’m grateful for any opportunity to be able to do what we have accomplished thus far, can’t wait for our upcoming review 😃
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Credentials
Christina Bennett
FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?Initial consult is free of charge. I will elaborate on why in the first session. Schedule with me ( :
- What is your typical process for working with a new customer?We schedule a financial consultation so that I learn of and am clear on your financial goals. I explain in detail how I an be of service to you. Gather your basic information and schedule a follow up appointment within 48 hours to present to you your strategy. When the strategy makes sense, that is when we move forward.
- How did you get started doing this type of work?After departing from the military 3 years ago, I merged into the financial industry full-time. I wanted to have a firm grasp on the rules and principles of money & how to maximize where I'm placing my income while paying the least amount in taxes legally. I learned quickly that there is a difference between what the wealthy do and everyone else, these are my teachings.