Do you have a customer satisfaction or refund policy?Yes
What are your qualifications? What is your education background?Graduated from the College for Financial Planning and became a Certified Financial Planner®. BS Degree from Colorado State University, Also am a Certified Exit Planner"
What is your approach to financial planning?We use the CFP® Board of Standards 7 step process in creating a financial plan: The seven steps include: 1. Understanding the Clients Personal and Financial Circumstances 2. Identifying and Selecting Goals 3. Analyzing the Clients Current Course of Action and Potential Alternative Courses of Action 4. Developing the Financial Planning Recommendation(s) 5. Presenting the Financial Planning Recommendation(s) 6. Implementing the Financial Planning Recommendation(s) 7. Monitoring Progress and Updating
What services do you offer?Cash management & budgeting Tax planning Investment review & planning Estate planning Advice regarding insurance needs Retirement planning Recommendations for investments Preparation for Selling your business
How many clients do you currently manage?23
Will you be the only person working with me?Yes
Do you offer any guaranteed results?No because of the nature of our business and we are prohibited by the SEC from doing so.
How much risk should I be willing to take?Just enough to reach your financial goals. No need for unnecessary risk.
Have you ever been charged with any breaches?No.questions, you have answers. Display the most frequently asked questions, so everybody benefits.