FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
There is no charge for the initial client meeting. Fees for services are based on ability to pay.
- What education and/or training do you have that relates to your work?
B.S. Business Administration Cardinal Stritch University Certificate in Financial Planning Waukesha County Technical College Certified Personal Finance Counselor (R) Fincert.org Institute for Financial Literacy
- What types of customers have you worked with?
Committed to working with people that have limited financial resources.