Basic Information
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Company
Shefa Financial Services -
Mobile phone
5126993346 -
Email
shefafinancialservices@gmail.com -
Describe How You Would Like To Be Introduced Via Email
Nina -
What is your "why"? Why do you do what you do?
Every one needs financial education. I partner with a wonderful platform to bring "Wall Street to Main Street". The goal is an organization is to educate 30 million families by 2030. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Do you understand basic financial terms like interest rates, inflation, compound interest
Do you have an emergency fund that can cover at least 3-6 months of expenses?
Do you have a clear financial plan for the next 1-5 year -
About me
I am -
Profession
Financial Service
Education
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College / University
Texas State University -
Graduation Year
2008