Hummingbird Consulting

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Introduction: Hummingbird Consulting is dedicated to full service strategic planning. The advice and recommendations are only given after a comprehensive review. Most importantly every individual has the choice of ongoing financial consulting on their terms. Hummingbird Consulting is servicing individuals across the U.S. and military families wherever they might be! We take the fear out of finances and educate you. I help families and small business owners to focus on their everyday lives while I focus on their financial goals. I enjoy being able to put together a comprehensive plan to meet the financial milestones of each individuals need. My goal is to be there helping my clients answer all their financial questions through reccommedations after analysis.

Overview

2 employees

7 years in business

Payment methods

This pro accepts payments via Credit card, PayPal, and Square cash app.

Reviews

Customers rated this pro highly for work quality, value, and punctuality.

4.7

3 reviews

5

67%

4

33%

3

0%

2

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1

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La D.

Apr 8, 2018

I was literally afraid that I had waited too long or that I would not have enough money to start investing in my retirement and have insurance for my children. Katrina Scott found the right balance and fit for me to put my plans in to action and released me from my fears.

Sheryl Q.

Apr 16, 2018

Understanding of what i wanted and helped me to overcome fear of getting started. Unbiased opinion, not trying to sell me policy to make a sale but reviewed all options.

David K.

Nov 13, 2018

Excellent presentation!Been looking for soneone to break down the finances to level I understand. She was hands on did all she said she would. Wish she was in CA all the time.

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Pricing can be based on a one-time planning, ongoing planning membership, or specific service request. Discounts for military, non-profits, teachers.
What is your typical process for working with a new customer?
There is a 30 minute consult call, then a meeting/second call to discuss plan & strategies to achieve goals. Between the two calls or meeting, communication is key as follow up is required from client.
What education and/or training do you have that relates to your work?
I have a Bachelors in Business Administration focus on Finance & Economics. I have a Masters in Teaching focus on Curriculum Design. I also hold a Series 7 General Securities License, Series 66 State Law Securities License. I currently hold Life & Health Insurance Appointments with national companies and I have completed Certification for Long Term Care. I also have my NMLS to assist individuals with loans (residential & commercial).

Hummingbird Consulting

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