FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
First Consult Hour: $200 for one hour consult.
- What is your typical process for working with a new customer?
One hour Initial Consultation, listening, provide multiple Do-It-Yourself (DIY) take aways, or provide upon request a tailored plan to meet your further needs.
- What education and/or training do you have that relates to your work?
CPA 1994, (MT) Masters in Taxation, Villanova University’s School of Law 2004, (CFP) Certified Financial Planner Exam 2002, 15 years Public Accounting Big Four experience, 16 years Entrepreneurship.