FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Can be hourly, project based, and negotiated. Most are sliding scale and a few pro bono. First hour is always free to determine fit.
- What is your typical process for working with a new customer?
Preliminary call to establish baseline of information and arrange initial meeting. Client needs drive information gathering, suggestions and coaching.
- What education and/or training do you have that relates to your work?
30 years in business, Certified Financial Planner training at Rice University as well as Ramsey Solutions Master Financial Coach training.