FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
our fees are by the hour or by the job. We will not start any work until we have our potential clients agree and understand our estimated fee for their work, provide us with a retainer and sign a letter of engagement.
- What is your typical process for working with a new customer?
face to face
- What education and/or training do you have that relates to your work?
Villanova U, class of '71, Accounting major, Villanova Law School, The American College, 1981, Chartered Life Underwriter (CLU), 1985, Chartered Financial Consultant (ChFC) , Registered Investment Advisor, R.I.A.