FAQs
- What is your typical process for working with a new customer?
Obtaining the entire need and want, personal information that may be further needed, and friendly correspondence from there. Successful outcomes are guaranteed.
- What education and/or training do you have that relates to your work?
I have a bachelors in finance, experience in consultations with hospitality and small business, creating over 25 small businesses. I have studied for my SIE with knowledge of financial advisory, however not certified.
- How did you get started doing this type of work?
Working in banking, I obtained my notary & familiarity warmth a vast array y of legal documents [as well as processing for POA, trusts, etc.], as well a passion for helping small businesses grow. I earned a wealth of knowledge from the fiduciary client base I was fortunate to work with, providing my understanding further in legal interpretation and non-profit/fiduciary IRS navigation.