- What should the customer know about your pricing (e.g., discounts, fees)?
I am able to market a broad array of financial education, tax advantages, products and services to fit any budget my customer has :)
- What is your typical process for working with a new customer?
When meeting with a new client, I like to get to know you and for you to get to know me that way we can trust each other. I also want to understand your financial & life goals for me to fully help you the right way.
- What education and/or training do you have that relates to your work?
All required Licenses, Certifications & Continued Educations