FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Free DIY Financial Resource Center, Free Strategic Financial Services Menu, Free Review & Second Opinion Service, Friendly Low Fee Services
- What is your typical process for working with a new customer?
Everything is determined by client needs, wants and expectations.
- What education and/or training do you have that relates to your work?
Please see Linkedin information on professional designations, licenses, advanced training and special honors.