4350 Congress St Ste 300
Charlotte, NC 28209


(877) 70-LEARN (53276)

Q & A

What do I need to prepare for the phone call?
Nothing, except be on time.

Why do I need to be in front of my computer?
Outside of the catchy explainer videos, it’s easier for us to share our screen with you where we can illustrate concepts that can relate to your specific scenario.

What if I need to reschedule?
No worries. You’ll receive reminder Emails that will allow you to change times as our meeting approaches if need be.  “I need to go get fireworks” was still my favorite reasons for someone rescheduling.

What does it cost?
This meeting costs nothing, except a little bit of time. 
What does it cost after the first meeting?
You’re in control, and the answer is based on what you’re looking to accomplish and for you, your employee/s, your partners, or investors.  

Think of it like buying a vehicle. You might be able to utilize an Uber type service, a little bit of money on an as needed basis, or you may need to buy a big heavy pick up truck that can take a lot of wear and tear. The answer is going to develop based on what you’re going to need it for.

What if you can’t help me?
We may not be able to… that’s okay.
Our process is designed to find out quickly if we would benefit from working together, so as not to waste your time.

Is there a minimum for your services?
No. We have a team who can help for all size companies. Sometimes we start with very basic implementations that can leverage your options as time goes on. For startup companies, where cash flow is tight or non-existent, starting packages can be less than a dollar a day, with big impacts.

Is there a maximum?
No. Earnings potential is technically uncapped for a business owner. But as business owners know, your earnings determine your situation, and this is no different.

How do I know if this is for me?
There’s only one way to find out. Set up a time today!

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck