FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Quotes are always free . You don’t pay anything until we figure out what your needs are and how I can assist you.
- What is your typical process for working with a new customer?
First we have an onboarding call and assess your needs and come up with a plan to get those goals met . I meet weekly , bi weekly or monthly depending on the needs of each client
- What education and/or training do you have that relates to your work?
I started my career as a Registered Nurse and after going birth to my son I started to help others in many other ways besides the bedside . I am a licensed life insurance agent. I am also due diligence certified with the IRS and a licensed tax professionals.