FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My initial credit and financial assessment is $149. If ongoing coaching or additional support is needed, I’ll explain the options and pricing upfront before moving forward.
- What is your typical process for working with a new customer?
We start with a conversation about your goals and current situation. I then review the information you provide, identify the key issues and opportunities, and create a practical step-by-step plan. We’ll discuss the plan together and I’ll help you stay on track.
- What education and/or training do you have that relates to your work?
I have an MBA from NYU Stern with a focus on leadership, management, and technology operations. My professional career has also involved years of analysis, problem-solving, planning, and helping people make informed decisions.