FAQs
- What is your typical process for working with a new customer?
Free consultation for first visit Gather client information Determine the needs of the client Review business contract with client
- What education and/or training do you have that relates to your work?
BS degree in Accounting MBA in Finance M/WBE Certified in NY
- How did you get started doing this type of work?
I enjoyed accounting in high school and pursed the career. Later on, my interest in Finance developed and grew because so many people over the years were having financial challenges and did not know how to solve them. I am a solutions oriented person. I like to help people resolve their financial issues so that they would avoid the many pitfalls in the financial world. Tax planning, budgeting, saving and investing are few of the many ways to help people move to financial independence.