FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My initial consultation and the plan I provide to my clients is completely complimentary. Any recommendations that clients decide to move forward with, pricing is determined by what’s appropriate for their budget.
- What is your typical process for working with a new customer?
A typical process starts with a casual conversation learning more about the client and their goals with a follow up conversation where I educate and present recommendations based on the information gathered.
- What education and/or training do you have that relates to your work?
I have a Masters in Business Administration with a concentration in Finance.