FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Sure, a FREE consultation to show you how I can help.
- What is your typical process for working with a new customer?
Step 1: We chat over the phone or video chat. Step 2: We meet at a mutually agreed location to create a FREE financial needs analysis. Step 3: We meet again to discuss solutions and plans for your financial future.
- What education and/or training do you have that relates to your work?
I am a licensed financial advisor. I have more than 10 years of investing experience with stocks, bonds, options, mutual funds, and real estate.