Questions & AnswersFrequently Asked
Questions
FAQs You have questions
and that’s a good thing.
Before we start working together, most clients want to understand how the process works, what to expect, and how Susan can help simplify their financial lives. Here are some of the most common questions she hears:
If you’re unsure whether your money is working as hard as you are and/or juggling, it may be time to build or revisit your family protection plan. Susan can help you coordinate everything into a clear strategy.
Susan starts with your values and present-day situation. Susan’s financial experience gives her an edge to holistically approach every part of your financial life and create a protection plan that is interlocked with your entire road map. You will receive written notes about all meetings. Once the plan is set in action, another distinguishing difference is you will hear from her on a regular basis. Her purpose is to help you make the best use of your resources so you can secure the best future possible.
Susan never receives a fee from you. She is paid a commission when a life insurance, a disability, or an annuity policy is placed in force.
Susan starts with a short introductory call to learn about your goals and current situation. She shares how her planning process works. The purpose is simply to see if there’s a good fit between what you need and the services she provides. If it makes sense to move forward, she will create a complimentary protection plan tailored to your goals and expectations.
That depends on your needs. Susan is available as often as needed. Once, the plan is set in action, most clients meet with her twice a year and stay connected through periodic check-ins, updates, and reviews.
The state of Texas is a big Republic! Based on the Texas Comptroller, in 2025, the state of Texas’ economy is ranked 8th in the world! Most of Susan’s clients are in Texas, but she is also licensed in Arkansas. She serves her clientele through secure virtual meetings, phone calls, and personal visits to clients’ homes.
Yes. Through the many carriers, Susan has access to advanced design and implementation of your personal estate plan — including legal liaisons and sample documents. She also collaborates with your estate attorneys as needed to ensure your plan reflects your wishes and protects the people and causes that matter most to you.
Retirement isn’t about stopping work, it’s about making work optional. Susan can design income strategies that balance security and flexibility while considering the minimization of taxes.
Susan asks that you simply bring your questions and concerns. Most importantly, she thanks you in advance for bringing your deep honesty. It is that honesty that reflects your beliefs and values, which helps Susan uncover the very best solutions for you and your family.
Waiting too long to coordinate their financial lives. Many times previous experiences with death or dying loved ones makes us avoid the topic. The “Scarlett Syndrome” which says, “I’ll think about it tomorrow” is another way we wait too long or never begin the process due to being busy with life, kids, work, and too much going on. In both cases, procrastination causes the solutions to become more costly due to age and poor health or serious illnesses that develop with age. It’s simple: muster up that index finger to contact Susan. By you spending the 60 seconds to request a Talk with Susan, you have created the opportunity to greatly transform your family’s future.