How often should I meet with you?
Semi – annual or annually.
What is the average amount of time an appointment will be?
Usually two hours.
Are there any resources you can provide?
Yes, The Power of Zero, Look Before you Lirp, Tax Free Income for Life, and The Volatility Shield by David Mcknight.
How does meeting with you work?
The first appointment is mostly about getting to know each other to see if by working together it would benefit your financial goals in anyway. If I can we will set up a second appointment to go over the proposed options that I have created for your specific financial goals, and discuss which option is best for you.
Why should I work with you over someone else?
I provide a unique financial service for my clients.