FAQs
- What is your typical process for working with a new customer?
The client and I go through a data gathering process to find out what their needs are. From there I put together a Complimentary, Confidential and Customized plan to help them accomplish their goals.
- What education and/or training do you have that relates to your work?
I have my Series 6, 63 & 26 Securities Licenses as well as 50 yrs of coaching with my through my business partners.