FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Each session is an 1hr. $50 (1 session month) $100 (1 session a week)
- What is your typical process for working with a new customer?
First, I get an overall financial picture (income, total debt, credit score). Next, I figure out their short/long term goals. Finally, I work with them to create a budget to hit those goals and make sure they have the foundations of a financial plan like life insurance.
- What education and/or training do you have that relates to your work?
Teller (5 years) Personal Financial Coaching (3+ years)