3 years in business
Cash, Credit card, Square cash app, Zelle
- What should the customer know about your pricing (e.g., discounts, fees)?
Financial planning services are $125 hr. Or free if you purchase a Insurance Policy.
- What is your typical process for working with a new customer?
In person appointments for Financial Planning and Notary Services
- What education and/or training do you have that relates to your work?
Licensed Insurance Agent and Indiana State Commissioned Notary