FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
If you are searching for the cheapest professional on Thumbtack, I may not be the best fit. Please only contact me if you are clear on your goals because I am the most experienced and have direct knowledge of the bank's credit policies and language. I will be your best opportunity to fulfill your goals, serious plans only.
- What is your typical process for working with a new customer?
If you don't have a business plan, that's okay. The first step is to set up a short interview to learn about you and your goals. With my 20+ years of banking, finance, and capital raising expertise, we will devise the best plan possible to help you achieve your business or funding goals.
- What education and/or training do you have that relates to your work?
Bachelor's in Business Management, with a minor in Entrepreneurship. Formal Banking Credit and Underwriting Training. I know banks credit policies and how it translates to your unique situation.