FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My prices are reasonable, negotiable, and up to date to maximize stellar performance that ensures customer satisfaction for the most discerning clientele.
- What is your typical process for working with a new customer?
To patiently, thoughtfully, impartially, and confidentially listen to my clients concerns, expectations, and background to genuinely understand how to best serve my customer that fosters unconditional trustworthy financial consulting.
- What education and/or training do you have that relates to your work?
I have been a longstanding CMA, Certified Management Accountant for almost two decades, and hold an MBA.