WHO are the types of clients you work with?
I work with people from all walks of life that are interested in improving their financial situations. Wherever you’re at in life, it’s always the right time to improve your personal finances and be better prepared for travel, whether it’s by choice or necessity.
WHAT is the benefit to you?
- Money: save better through smart banking recommendations, strengthen your safety net, and keep more money in your pocket when traveling
- Confidence: Feel more in control of your finances as you move towards your goals
- Glory: Check off that bucket list trip, create memories that’ll have you smiling years later, treat yourself and those around you with an epic adventure
WHEN can you meet with clients?
I’m available to meet online with clients most days and hours of the week at a time convenient for your schedule. My business hours match up with your spare time.
WHERE does this take place?
Most clients prefer to meet and correspond online through video chats and email. If working together in-person is preferable, I am available to meet for clients located in the Greater Seattle Area (within approximately 20miles).
HOW does the process and timeline look like?
Here’s the steps involved to level up your personal finances and travel strategy:
- Free 15min consultation video chat
- Research and generate recommendations on credit and debit cards to suit your specific situation
- Deliver findings to you through simple to understand spreadsheets that you keep and can continue using as your spending habits change
- Have a follow up meeting to discuss recommendations or any additional questions and determine interest in additional services/subjects
