FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Yes. Our valued Thumbtack customer standard fee of $339.95.95 grants access to our Gold Membership Plan which includes the 5-Step Financial System e-books, videos, audio files, personalized coach, annual business tax preparation service and more!
- What is your typical process for working with a new customer?
We like to conduct a 5 minute initial consultation to determine the customers needs first. After this, we will share information about how we can get the customer moving in the right direction to meet their financial goals. Once we have a plan in place we then begin servicing the customers needs. For example: If the customer needs tax preparation, we will brief the customer to determine if they have taken all the tax deductions made available to them, properly documented to be audit proof and organized their documents to take to their tax preparer. When ready, the customer is then presented to our tax preparation professionals.
- What education and/or training do you have that relates to your work?
Our company is owned by a Partnership of financial professionals who are licensed, experienced, educated and/or trained in every major financial arena to include, real estate, mortgage, insurance, taxes, debt elimination, credit repair and investments.