Get the most of your time with Dustin! The goal? See if jazzWealth is a good fit for you, and maybe some helpful advice as well. Here's how you can prepare:
Questions Dustin may ask:
- Age of you and your spouse?
- What you are investing for?
- Any current investments?
- Current occupation?
- Any previous investing experience?
Questions you might ask:
- How will jazz manage my money?
- How is jazz better than others?
- How do I get the most out of jazz?
- How safe is my money?
- What happens if I don't want to use jazz anymore?