FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
there is a free consultation and affordable plans to fit each persons needs as well as flexible payment options.
- What is your typical process for working with a new customer?
We start with a free 10-15 minute phone consultation to evaluate the situation, then discuss what plan is best for them, then schedule our first session if they want to move forward.
- What types of customers have you worked with?
Clients that were struggling with financial challenges, debt elimination, budgeting, future planning and how to manage finances. Relationships that are often in conflict find better communication and appreciation for moving forward.