FAQs
- What is your typical process for working with a new customer?
We fill out a financial need analysis form and take it from there.
- What education and/or training do you have that relates to your work?
Bachelors in Business Administration, 25 years of client service.
- What types of customers have you worked with?
I create custom financial planning for people who in every stage and walk of life. I work well with people who are not used planning ahead, and creating a system of assurance for the future. From doctors, to contractors, everyone needs to prepare. Preparation is the key to success.