What is your typical process for working with a new customer?
We meet with the client via phone or in person to discover what the exact needs are. After which we make recommendations based on the client's specific needs.Then we tailor a program and/or plan that we both agree on - normally based on our recommendations and then we begin.
What education and/or training do you have that relates to your work?
Our total company experience spans 25 years.
How did you get started doing this type of work?
I began my company in 2008 after working in various industries and seeing the need for more indidualized, personal touches. This was true of personal clients, businesses, educators, etc. My heart was to help as many people as possible reach their personal and business goals.
What types of customers have you worked with?
We have worked with educators, corporate, and government clients.