FAQs
- What is your typical process for working with a new customer?
When working with new clients I like to schedule an initial Phone, Skype or FaceTime interview to better understand the clients needs and expectations. After the initial interview and engagement letter is signed and agreed to by both parties, detailing client deliverables. Chicago Loop or Hyde Park Neighborhood Office Hours during business hours.
- What education and/or training do you have that relates to your work?
I am a CPA and Certified Financial Planning Professional working with clients within a remote environment for over 10 years.