FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I would like to offer a very affordable financial planner. Should you choose to desire month-to-month financial consultation, it's only $30.00 per month.
- What is your typical process for working with a new customer?
I have a few questions regarding their financial goals. We will build a budget that you can easily apply to your lifestyle.
- What education and/or training do you have that relates to your work?
I have a Bachelor degree from the John B Goddard School of business at Weber State University.