FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
It is all based on what services you need. We can discuss this in a free first consultation to see what you are specifically looking for.
- What is your typical process for working with a new customer?
First we will discuss your situation. Then your cost to have me help your specific situations. Set up a meeting with me today and I can walk you through everything!
- What education and/or training do you have that relates to your work?
I have a Finance degree and have worked in the Financial industry for six years and counting. Three of those years is running my current financial services business.