Question 1

How do I get started?

Accepted Answer

The first step is to understand your financial goals. What are you saving for? Retirement? A down payment on a home? Your child's education? A Vacation? To start Business?

Once we understand your goals, we can assess your risk tolerance and create a personalized investment plan.

Then get you registered, and then I can start earning for you

Question 2

What are your fees and how are they calculated?

Accepted Answer

My fees are Calculated per Investment cycle and I charge a minimum 10% but it's off the profits I make for you so you see value before payment

Question 3

What is your minimum investment requirement?

Accepted Answer

This varies depending on the goal you have, but usually the lowest is Crypto Investment which can go for as low as $100 but on standard, the minimum I can work with is $10,000 for an optimized ROI outcome

Question 4

How often will we review my portfolio?

Accepted Answer

You're the owner of the account, so basically as often as you might want, depending on how our schedule align

Question 5

Are you a fiduciary?

Accepted Answer

Yes

Question 6

How do you handle client emergencies?

Accepted Answer

I try to understand the situation and then give my best possible solution to it

Stephanie Burdett

Wealth Growth Specialist. Helping clients build financial success.

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