FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I want to get an understanding of your situation before any money is exchanged. Everyone has a different financial situation and I want to work to build a full featured plan for you. Pricing is dependent upon the level of services needed. Most common services offered include: Budget Debt payoff plan (includes budget) Retirement plan (includes budget & debt payoff) College savings plan (includes budget & debt payoff) 401k/403b/TSP review
- What is your typical process for working with a new customer?
I start with a conversation and gather information regarding your current state of affairs. I ask just a few questions regarding your upbringing and past relationship to money
- What education and/or training do you have that relates to your work?
I am a professional financial coach. I work with a non-profit conducting multiple coaching sessions per day. I have attended numerous webinars and conferences some costing hundreds of dollars. I continue to pursue valuable training and certifications. In college, my classes included business, accounting, business law, personal finance, marketing and economics (macro and micro).