FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Custom-Tailored Pricing – Every business is unique, so our pricing reflects your specific needs. Whether you need one-time strategic advice or ongoing financial guidance, we offer customized solutions to fit your goals.
- What is your typical process for working with a new customer?
Discovery Call (Free Consultation) Deep-Dive Strategy Session Custom Financial Strategy & Planning Implementation & Execution Ongoing Support & Optimization (Optional)
- What education and/or training do you have that relates to your work?
I have been a business owner for over 10+ years in several industries. I am certified as a Value Growth, Exit Planning, and Retirement Plan Specialist. CVGA, CEPA, CRPS