FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
All based on needs of client. Client's income/wealth is also taken into account.
- What is your typical process for working with a new customer?
Three meetings, one introductory, one for drafts, and one for signing. More or less depending on client needs.
- What education and/or training do you have that relates to your work?
Law degree from Loyola Law School in Los Angeles. Bachelors from Boston University. Worked in finance in London and Dubai.