Hired 1 time
1 year in business
Apple Pay, Cash, Credit card, Google Pay, PayPal, Square cash app, Zelle
Customers rated this pro highly for responsiveness, work quality, and professionalism.
- What should the customer know about your pricing (e.g., discounts, fees)?
I offer fair prices for my work along with referral discounts.
- What is your typical process for working with a new customer?
Typical process is to initially consult with tbe client to determine we are a good match for one another. Afterwards we will come up with a financial plan and timeline that suits the client. I offer client check-ins to follow up on financial progress.
- What education and/or training do you have that relates to your work?
I graduated with a bachelors in Finance. I have worked in the financial industry for 5 years. I am also a certified tax preparer and licensed life insurance agent.