FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Flat fees in most cases.
- What is your typical process for working with a new customer?
Engagement letter often in the form of email. Build new relationship, establish method for information gathering.
- What education and/or training do you have that relates to your work?
Free financial education for both individual personal financial strategies and advice for business owners.