FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I charge a flat monthly fee of $110/month to all clients regardless of their financial status.
- What is your typical process for working with a new customer?
All clients receive a 1 hour free consultation. This is a time to learn about your financial life and provide information on how I will be able to help. We then begin meeting monthly, with a focus on tackling one major financial topic each month. Once we have progressed through each step then meetings will be reduced to every other month.
- What education and/or training do you have that relates to your work?
I am a Registered Investment Adviser and Investment Adviser Representative, registered with the Texas State Securities Board.