SaLaurMor Prosperity Coaching
It’s free with no obligation to hire
Joel's in-depth knowledge of finance has been very helpful; our discussions are very productive and the information and mindset he provides are very insightful. I look forward to each session as there is a lot to learn, and usually some food for thought to chew on afterwards. I believe that these coaching sessions will help me achieve my goals!Jun 28, 2018
- What should the customer know about your pricing (e.g., discounts, fees)?I am very flexible depends on my clients needs.
- What is your typical process for working with a new customer?I work with clients for 3-months, 6-months, and 12-months.
- What education and/or training do you have that relates to your work?I am a former hedge fund manager, and a former actuary and CFA (Chartered Financial Analyst). I managed a $700 million hedge fund at Citi and had my own hedge fund.