FAQs
- What types of customers have you worked with?
Personal financial organization, personal budgets, personal expense tracking and analysis, setting long-term financial goals (retirement, 529 plans, etc.) and short-term financial goals (vacation, sports activity, holiday gifts, etc.)
- What advice would you give a customer looking to hire a provider in your area of work?
When your finances are disorganized it often leads to a level of stress. I can help you organize and maintain organization of your personal finances to reduce the amount of stress cause by the unknown.