FAQs
- What is your typical process for working with a new customer?
Step 1) establish what the client has, both in assets and personality. Step 2) using the clients objectives, craft a 2, 5, 10 year plan on how to acquire their own financial freedom. Step 3) continue one on one consultations as needed by the client to ensure they are still on path to reach their financial freedom.
- What education and/or training do you have that relates to your work?
7+ years of self education , and pursuit of my own financial freedom.
- How did you get started doing this type of work?
In pursuit of my own financial freedom I look around at the lack of financial education , and how easy it is to become financially free. I want to help others in their pursuit of financial freedom