Basic Information
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Company
CAP Partners, LLC -
Phone
6152407913 -
Email
jdmouton@cap-partners.com -
Mobile phone
6152407913 -
Website
https://www.cap-partners.com/j-deven-mouton.htm?profilelayoutmode=light -
Describe How You Would Like To Be Introduced Via Email
Hey [insert name],
If you are feeling unsettled or unsure about your current and future financial life, I know Deven Mouton well and he will give you an unbiased assessment during a consult with no obligation.
They are a local financial planning team.
Let me know if you'd like me share more or introduce Deven.
Thanks. -
What is your "why"? Why do you do what you do?
Neither one of my parents had much of an opportunity for higher education. It just wasn't something our family lineage did. They worked with their hands. Because financial literacy was nearly non-existent in my family, financial security was often an issue. Now, I help families become and feel financially secure. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1.) What life significant life changes are headed your way that might impact your finances? Examples: Marriage, children, grandchildren, buying a business, selling a business, retirement
2.) Do you want the option to stop working one day? Do you know when you will be able to?
3.) How do you feel working with a financial planner could help you and your family? -
Title
Financial Advisor, COO
Contact Information
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LinkedIn Profile
https://www.linkedin.com/in/jon-deven-mouton-awma%E2%84%A0-a00688197/
Education
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College / University
University of Louisiana at Lafayette