FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I do a FREE 15-minute phone consultation to see if we are a good fit for one another. After that, we can discuss coaching packages if you believe you will need more than one session.
- What is your typical process for working with a new customer?
1. 15-minute FREE phone consultation. 2. Tailor a coaching package from one to six sessions as needed. 3. I will email some paperwork to be completed by the client. 4. I will send a bill through Paypal. 5. Calendar the first session. 6. Meet through an online platform like Google hangouts or zoom.
- What education and/or training do you have that relates to your work?
1. Certified Financial Coach through Ramsey Solutions. 2. Completed Tax Class 101 with Liberty Tax. 3. IRS certification on due diligence.