Describe How You Would Like To Be Introduced Via Email
Financial professional wo focuses on money mind-set and financial education
What is your "why"? Why do you do what you do?
My passion is to help people secure their financial future AND build generational wealth
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Are they married
Age 25 or older
Household income $60,000 (I can work with people with lower income but this is the ideal minimum)
Unique Selling Proposition
I specialize in money mind-set both for personal finances but also focus on changing family values around money to empower people to build generational wealth
About me
History of business ownership
Have been in the financial industry since August of 2016