About
I find clients really appreciate solution-minded people. That's what I bring to the table. I listen to understand what the real issues or desires are and get hyper focused on the solution(s) that are wanted and needed.
I love the experience clients get from moving from cloudy to clarity or the relief they experience from finally finding someone who gets it.
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Eric H.
Jennifer C.
Frequently asked questions
What is your typical process for working with a new customer?
The first step is a Discovery Call. The purpose of this call is to uncover the ways in which value can be added to our new client's life.
The next step is engagement. We look at the way we can work together.
Fulfillment is the next phase. We gather necessary information from the client and work on achieving the expected value/desired results. There is a lot of communication during this phase (it may even seem redundant).
Completion. We finalize everything that was brought about during fulfillment and get the client's final approval.
What education and/or training do you have that relates to your work?
Background and Education:
Finance: BBA in Finance
Entrepreneurship: Have owned and operated several businesses
Certified Pro Advisor QuickBooks Online
CFA Level I Candidate