FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My pricing is based on the duration of the work and what you are looking for.
- What is your typical process for working with a new customer?
I will have an initial consultation to truly understand how you stand financially and what your goals are. From there, we can create a plan together to help you achieve your goals that will be actionable. I am available along the way to help you stay accountable.
- What education and/or training do you have that relates to your work?
I have a Bachelors of Science in Business Administration with a concentration in Finance. I've spent the last 10 years working at a brokerage firm, asset management, and corporate finance. I am now working with individuals, families and small businesses to help them understand their finances and achieve their goals.