FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We typically work on a flat fee basis.
- What education and/or training do you have that relates to your work?
As outlined earlier, I have a Masters in Taxation and a MBA in Accounting and am working on my doctorate now, as well. I have also been an Enrolled Agent for almost 20 years and am health and life insurance licensed.
- What advice would you give a customer looking to hire a provider in your area of work?
Besides the obvious things like experience and longevity, it's important that you can communicate well with your financial adviser. Without this piece of the puzzle, the relationship cannot reach it's full potential.