Dominion Financial Partners, LLC
About
I listen to my clients needs, concerns and goals and design a plan that addresses where they want to be.
I have been in the financial services business for over 30 years.
I have a fiduciary responsibility to my clients as I am a CFP. Certified Financial Planner. I also have the following professional degrees, ChFC, CLU, CRPS, and AEP.
Please visit my website www.dominionfinancialpartners.com.
When I see my client has achieved peace of mind about their planning.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Introduction, fact finding & data gathering, Indentify goals.
Plan design, adjustments then plan implementation.
What education and/or training do you have that relates to your work?
I have the following professional degrees:
CFP, AEP, ChFC, CLU, CRPS
Do you have a standard pricing system for your services? If so, please share the details here.
Less than 1% of the client's investable assets.
How did you get started in this business?
Desire to help people prepare for their future financially.
What types of customers have you worked with?
All aspects of life, business owners, retirees and regular folks.
What advice would you give a customer looking to hire a pro in your area of expertise?
Ask questions
What questions should customers think through before talking to pros about their needs?
What are your goals? What is your timetable? Three years from now and looking back what would you like to see you've accomplished?