FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
15.00/hr. for first 90 days. After that maximum increase of 5.00/hr.
- What is your typical process for working with a new customer?
I like meeting clients personally at a location they are comfortable with. I do so at no cost to client. This gives client an opportunity to actually know the person they are considering trusting with their financial needs.
- What education and/or training do you have that relates to your work?
B.S. Purdue University in Financial Planning & Counseling. Licensed Loan Officer from 1999 to 2001 handling residential & commercial purchases and refinances. Passed F.I.A.T. (Financial Information Aptitude Test) on first attempt.