How Much Is This Going To Cost

After a few inquiry's I feel like I really need to express and explain the holistic process. Yes consultations are free, and so are all our meetings. How does this work? Our first consultation we get to know each other and which financial concerns that you have or what you want to learn more about. The second meeting is usually gathering financial information needed for the specific process. The next meeting is usually strategies and solutions presented to you and potential application process(Depending on the situation this process can take more or less meetings). If at any point you decide that you would like to wait and reconnect at a later date, you still do not pay for our services, we believe education, solutions and strategies are not something someone should pay for. .

So how do I get paid? That is a excellent question! The companies I work for will pay me a commission on products that the client gets. But its not just that simple, sell a product and get paid. Nope not that simple, I need to provide reasons behind my recommendation, financial proof on why that’s the best option for you, the different solutions I provided you. My job is to make a sure you are getting the best options that I going to be the best solution for you. My principles and rules are to act in good faith, making full disclosure, acting in compliance of regulation, acting in a manner that is consistent with the client’s best interests. Duty of care, integrity, and competence is the upmost importance.