Who are your typical clients?
We generally specialize in clients involved in sports and entertainment. However, we receive inquiries from a variety of backgrounds (retirees, business owners, young couples, etc.) and are available to anyone in need of assistance.
How much does this cost?
The hourly rate is $275, billed in six-minute increments. All profits are donated to programs specializing in financial literacy and consumer awareness.
Why would I hire you to do this?
Two Reasons:
#1 –My livelihood is not dependent on my ability to sell you a product. In an industry rife with potential conflicts, I have no vested interest in anything other than my clients being successful.
#2 – I’ve been there. I’ve experienced the unease and frustration of not understanding the sustainability of a financial strategy. I know how that feels. I also know how satisfying it is to take control of this important aspect of your life.
How often will we talk?
We will talk more frequently during the planning phase of the process. Once the plan has been implemented, it’s really up to you how often we interact. We will touch base from time to time as things arise, but the goal is to empower you with the knowledge and confidence to take control of your financial future.
How do we meet?
Visits usually take place over the phone or via Skype. I travel often, so it’s not out of the question that we could visit face to face.
Is there a minimum portfolio amount?
No. If you’re just getting started, we can get you pointed in the right direction.
How long does it usually take?
It depends on the level of complexity you bring initially. A complimentary call can be scheduled once a form is filled out, and during that call I will provide a clearer estimate.
Have more questions? Get in touch with us today!
