FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
It costs nothing to talk with me! Initially my focus is making sure we are a good fit to work together.
- What is your typical process for working with a new customer?
I initially like to get to know people and what they are looking for. After determining what you are looking for, we customize a plan to fit your needs.
- What education and/or training do you have that relates to your work?
Fully Licensed for investments, insurances and planning.