FAQs
- What is your typical process for working with a new customer?
The typical process with working with a new client consists of only a few things. I send out an e-mail, text and or a call to ask when we can meet and greet each other. Afterwards we would discuss your financial plan, goals, and prepare for the next session.
- What education and/or training do you have that relates to your work?
AED - Certified CPR - Certified CPO - Certified ACE - Certified
- How did you get started doing this type of work?
I hosted several people at my home. I’ve helped them save money, get out of debt faster and become more self sufficient. My business partner noticed I do all this and suggested I get paid to do what I already do.