FREQUENTLY ASKED QUESTIONS
What happens during a meeting?
During a meeting, it is our intention to figure out where you are today, more importantly, where you want to be in the future, and build a clear action plan for you to get there. During the meeting, we ask questions about your employment or business, your expenses, your assets, and your goals and objectives. Through this process, we are able to figure out what is most important to you and where to start with our planning. We help you get from point A to point B with a clear action plan.
What happens after I choose Big Money Management?
After choosing Big Money Management and we deliver your plan, we will plan an annual review meeting every year with you. The reason we do this yearly is in case anything changes, such as your goals, or an unplanned life event. In this annual meeting we also cover the performance of your accounts and where you are compared to your goals!
How do you get paid?
We get paid 1 of 2 ways: the first is through commissions from products that we sell, when you roll money or you contribute to a plan through a company we represent they pay us similar to a referral fee. The money does not come out of your account value. The second way is through referrals from people just like you! If you see value in the work that we do, I ask that you tell your friends and family!
What is your relationship with the companies you represent?
Big Money Management represents about 40 of the largest financial institutions in the US. All of those companies offer different products that fit clients needs, where we come in is we figure out exactly where you are today, where you want to be in the future and build a plan using the products and services those companies offer. We help select the best option for you to achieve your financial goals!