Frequently Asked Questions
Do you only work with Gen-Y people?
While Gen Y (those in their 20′s and 30′s) are my target client, I do work with a few Gen Xers who age up to 36 or 40 year old. I’m happy to provide referrals to other financial planners who specialize in serving your market. By working within a limited demographic, I’m able to focus on the issues and concerns my clients face and can continually grow in my understanding and service offerings. This allows me to provide a deeper level of service and value to my clients.
Who is your typical client?
My clients tend to be couples ranging from Fresh-graduate to Newlywed to Baby #1 or #2 on the way, or Professional and Entrepreneurial client. Though they may have some student loan or other debt they’re working to pay down, they’re actively saving on a monthly basis and are ready to take their finances to the next level.
What approach do you take with client?
I follow an educational and accountability coaching approach with my clients. By leveraging on technology and providing monthly payment options, I ensure that you’re making the best use of your time and funds. I meet with clients in person, via phone or video chat. Evening and weekend meeting times are available by request.
Do I have to pay for a consultation?
I offer a complimentary 30-minute REVIEW Session via Skype or the phone where we talk about your current financial situation, goals and issues that may be preventing you from reaching them. I’ll share how I work with clients and leave you with an immediate action step to implement before deciding if we’re a fit to work together.
What is the typical process to work with you?
I will begin by addressing and identifying your goals as an individual or family and then look at your current financial situation. I will then identify your planning gaps (issues preventing you from reaching your goals or remaining on track) and create and implement a solution to close the gap, followed by periodic monitoring to ensure that despite changes and progress in life, things are still in organized order.Wh
I am not rich, do i really need to work with you?
This is a time in life where it’s not about the quantity of money you make or have. You’re buying a home, growing your career, or starting and building a family. During this phase it’s about making smart financial decisions with what you have available and setting yourself up for success both in the present and in the future. At NextGen Wealth Advi$or, I will help you build and maintain the necessary plan to meet your goals.
Is it okay to invite you to give a talk at my company/college/event?
Absolutely. We can work to create a custom presentation for your group or you can chose from one of my existing titles. Please contact me for further information.