What is the average amount of time an appointment will be?
Usually two hours.
Are there any resources you can provide?
Yes, here are some recommend resources; I.U.L ASAP! Author Shirley Luu,
The Power of Zero, Tax Free Income for Life, and The Volatility Shield, Author David Mcknight.
How does a meeting with you work?
The first appointment is mostly about getting to know each other to see if working together would benefit your financial goals in any way.
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.
