Client Meeting FAQ
Am I the only person that appreciates knowing what I’m getting myself into before I get there? There is nothing worse than not having clear expectations for what something is, and what it isn’t. Especially in business.
I know that not every person I talk to is going to do business with me, but I do have a high expectation that every person is going to love the interaction they have with me.
Growing up my momma would always remind us kids to “be a blessing” when we would leave for work. That’s stuck with me. In fact, it’s one of the core values of our business.
One way I can do that is to answer the questions most people are either too afraid to ask, or haven’t thought about asking. This will give you a lot of confidence in booking with me. This is so important to me because I know how life changing that call can be for you!
Here is a list of the most common question people want to ask me:
FAQ
How much will you charge me?
A: We don’t charge our clients a monetary fee for our advice. Not upfront, not ever. What we do ask of our clients instead of a fee, are a few introductions to people that may benefit from our services. We have found the best way to build a thriving practice is by word of mouth. The best way is a fun 3 way introduction text saying “I taught you something valuable, and that I helped simplify your money.”
What do we talk about?
When you book a call, it’s you saying “Yes! I’m ready to feel better about my money!” the actual zoom call is us doing just that. Most people know they want to better they just don’t know how. We have a series of question we ask that will help us guide you into building a dream life.
Basically, we will ask you a bunch of questions to get to know your goals and where you are, then teach a few simple concepts that can change the way you look at money. Lastly, we will set up a second call to customize a plan together in order to help you meet your goal. It will be freeing and exciting.
But how do you actually help us?
A: There are a lot of different strategies I offer clients. The first part is figuring out what does matter to you financially, and then making sure we can make those things happen. In the last seventeen years of meeting with clients we’ve found that most people spend their money without setting clear financial priorities. I let people know; you can do ANYTHING with your money but you cant do EVERYTHING. I’ve helped clients pay off debt, pay cash for their dream Disney trip, double their business revenue, start businesses, build a plan for a 10 figure net worth, build savings for the first time etc. We’ve been able to do each of these things by first deciding what they wanted, and then putting the plan together. What’s my magic trick for making that happen? You’ll just have to book a call to see;)
If you don’t charge how do you make money?
This is a valid question! I like to joke that we are the amazon of money. When you need to buy something if you’re like most Americans, we head to amazon,. You don’t pay a fee Amazon a fee to shop but you know they make money from the retailers that use their shop. We work the same. I have relationships/affiliates links with dozens of companies that will happily pay me . In a nutshell, the companies pay me, not my clients. Just like the world values the convienience of going to amazon, our clients value the ability to call/text me for all their money questions.
