FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My primary goal is to help my clients build great financial health. We will work with you within your budget to help make this a success.
- What is your typical process for working with a new customer?
We offer free consultation to understand your financial situation.
- What education and/or training do you have that relates to your work?
Our team is made up of CPAs, MBA professionals with finance concentration and certified tax professionals.