FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Fee Based Financial Planning, and Consulting Services. Investment management for an asset management fee.
- What is your typical process for working with a new customer?
First introductory meeting also called the discovery meeting to determine if working together in a financial planning capacity is a good fit. Second meeting will be more detailed with plan objectives, engagement, and action steps.
- What education and/or training do you have that relates to your work?
Bachelor of Business Administration from Georgisa State University majoring in Finance and Economics. 40 years of experience in the financial planning and investment services industry with a specialty in Retirement Planning.