FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
The value that we add to your team, project, business will always far exceed what we charge. For every $1 that we charge, we expect to give back 10x in direct savings.
- What is your typical process for working with a new customer?
Three steps: Initial interview to assess goals and financial condition. Next, agree on a strategy and implementation. Lastly, regular monthly meetings for follow-up and to make sure that we are keeping on track with the early strategy - making changes/alterations as needed.
- What education and/or training do you have that relates to your work?
Professional Accountant; IRS Law Practitioner and Enrolled Agent; Property and Casualty Insurance Analyst; Life, Health, and Annuities Insurance Broker; Registered Financial/Investment Advisor; Notary Public; Published Business Author; Retirement/Tax Specialist.