Eliason Consulting Group
Responds in about 2 hours
Maintain 6 feet of distance from customers
Wear masks during the job
Disinfect surfaces touched during the job
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Read reviews that mention:
Personal Financial Planning
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer complimentary initial consultation and ensure my service fits clients needs. I go above and beyond to add value to the client.
- What is your typical process for working with a new customer?
We begin with an initial discovery call to ensure we are a good fit for each other. Then we discuss service terms and project outline.
- What education and/or training do you have that relates to your work?
I'm a Certified financial Educator, a licensed financial professional with a master's in organizational leadership and executive project management. I'm currently a candidate for CERTIFIED FINANCIAL PLANNER™ certification.