FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We provide credit and debt counseling, retirement and financial planning as part of our service, this is included as part of our package.
- What is your typical process for working with a new customer?
We go through a detailed client profile review to determine the best solutions for our client.
- What education and/or training do you have that relates to your work?
I am a certified public accountant and insurance agent. I received the U.S. Dept. of Commerce, MBDA award as the best consultant on the east coast, Virginia General Assembly award for business development. Recognized by AICPA in survey of 320,000 CPAs as one of the top 60 accounting heroes.