FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We offer free first one hour of consultation. Initial meeting is absolutely free. Our fee is based on the plan we put together for you and your consent. We also charge based on your assets under our management (AUM). We charge percentage of AUM.
- What is your typical process for working with a new customer?
1) We are with having good conversation to gather your goals, priorities and vision. Most of data from the conversation is collected into our AI powered financial planning software tool to determine your current financial standing. 2)Based on the gathered data we determine the best approaches to achieving your goal. We understand a financial plan on paper and reality might be completely different. Our software tools helps you see the effect of changing different variables impact the results with what if scenarios. Multiple strategies approach which enable us to provide you valuable guidance on achieving your financial goals whether it may be paying off debt, buying home , retirement planning or tax free investment. 3)After analyzing multiple approaches and studying all the factors that effect the results. Client & us, work together to agree on the best approach. 4) We implement the agreed up on strategy and follow up every quarter to check the progress and review the plan and suggest necessary changes as recommendations.
- What education and/or training do you have that relates to your work?
Series 65, Bachelor of Science in Engineering and Master of Science in Information Management.