FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All pricing is flat-rate and transparent—no surprise fees. We offer 12-month service plans, à la carte options, and strategic discounts for long-term clients or bundled services like notary + financial setup.
- What is your typical process for working with a new customer?
We start with a strategy session to understand your goals, income, and challenges—then build a tailored 12-month plan with real systems, not cookie-cutter advice.
- What education and/or training do you have that relates to your work?
I’m trained in QuickBooks, digital marketing, and certified as a notary and tax preparer, with years of experience advising individuals and businesses on scaling income, managing overhead, and building legacy wealth.