FAQs
- What is your typical process for working with a new customer?
We begin with a consultation to learn more about a customer's needs and discover if we are a good fit to work together.
- How did you get started doing this type of work?
At a young age I learned to be financially conscience because my family did not have a lot of money. I knew if I ever wanted to purchase something 1) I had to work for it and 2) I had to save for it. Which I didn't mind and an added bonus it taught me the importance of budgeting. Fast Forward to adulthood and I had budgeted my way through purchasing my first car in cash at 17 and through college with minimal debt. However, once I had my first child I knew budgets weren't going to be enough, I needed to learn more about how money works and how I can make it work for me. I read any financial article, book, and newspaper I could get my hands on. I loved what I learned so much I knew I had to spread the message, so I decided to make a career change and help others on their financial journey!
- What advice would you give a customer looking to hire a provider in your area of work?
The most important aspect of choosing someone in the financial industry is finding someone you can trust. You will potentially be working with your adviser for many years to come so make sure he/she is someone who understands your needs.