What types of clients do you work with?
I desire to work with clients from all socioeconomic statuses & financial stages and am especially interested in supporting:
- Clients (heroes!) working in public and social services (healthcare, military, education, etc.)
- Clients new to financial education and coaching
- Clients pursuing meaningful work that supports their money goals
Do you have a fiduciary responsibility?
Yes! A fiduciary responsibility is a responsibility to act in the best interest of another person. Client needs and interests are always the only considerations. There are no exceptions to this approach under any circumstances.
How does FG Financial make money?
Compensation is from client fees only. No commissions. No sales. Only education, coaching, and empowerment to clients. Fees are due after completion of service. Clients submit payment by credit card, debit card, or check.
Will you manage my investments and assets?
My focus is to educate, coach, and empower clients so they can manage their assets themselves or gain the knowledge needed to select a money manager that best fits their needs.
What expectations do you have of clients?
My expectations of clients are:
- They are committed to their financial prosperity and utilizing their finances to help them live their best lives.
- They make decisions that are best for them after being provided the information needed to make informed decisions.
- They provide information about their financial situation, needs, dreams, etc. that I need to be able to best educate and coach them.
What happens during the free, 30 minute introduction session?
The primary goal of the introduction session is for clients to obtain the information they need to decide if a partnership with FG Financial makes sense for them. A secondary goal is for me to get to know the client/s so that I may provide the best service to the client/s.
What technology does FG Financial use?
FG Financial uses Google technology to work with clients. All sessions are held virtually via Google Meet and client information is securely submitted via Google Forms. Technology used for virtual, group workshops may vary pending the needs of the organization or community.