FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Consulting is always free of charge, if I'm able to help in anyway I will do it.
- What is your typical process for working with a new customer?
Usually will meet face to face, if client is uncomfortable face to face we can do video call.
- What education and/or training do you have that relates to your work?
Took financial services classes, as well as it has taken many books ready, alwaya taking continuing education in order to keep license active.