FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our services are complimentary and any planning that is completed results in the company or specialist we work with paying our team for services rendered.
- What is your typical process for working with a new customer?
Discovery Meeting Analysis Recommendation Implementation Optimize
- What education and/or training do you have that relates to your work?
Yes, education and licensing for the industry and earned the designation of CLF, which is Chartered Leadership Fellow for managing teams.