FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My services are complementary.
- What is your typical process for working with a new customer?
I consult with them, evaluate the current status, review document in all seven financial areas, understand their goals and needs, help create a plan for financial success.
- What education and/or training do you have that relates to your work?
My original profession was education. I am a retired assistant principal. I became a realtor and provided financial consultation to help people by their first home. The financial services became more of a demand