FAQs
- How did you get started doing this type of work?
Friends, family, and (former) coworkers are always asking for my financial advice. Several people have told me that I'm good at it, so I'm giving it a try.
- Describe a recent project you are fond of. How long did it take?
Seeing my kids "leave the nest" and manage their own financial affairs responsibly and without drama.
- What advice would you give a customer looking to hire a provider in your area of work?
I'm not a "debt consolidator" and I cannot create something from nothing. If you do not have a job, or if your monthly expenses drastically exceed your income, you need to get a job or see a shrink. This is all about getting organized to get out of short-term "crisis mode" and then setting up a long term plan to become financially independent.