FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
No upfront fees!
- What is your typical process for working with a new customer?
Set up an initial consultation , offer a free quote and review the client information.
- What education and/or training do you have that relates to your work?
4 years of experience in the financial industry. Licensed financial representative. Certified Tax Accountant.