Faq

WHAT IS YOUR EXPERIENCE?

Money management is a learned skill. I started learning at a young age from my parents, as they owed a small family business. My undergraduate degree is in Business and Finance and I have an MBA from the University of Indianapolis. For over 25 years, I have managed multi-million-dollar budgets in corporate America.

HOW CAN I TRUST YOU?

Trust must be earned. I believe the only way to go through business and life is to be a person of your word. Without integrity and high-minded values, there is no foundation to build relationships, both personal and professional. In addition, I adhere to a code of ethics as prescribed by the American Association of Daily Money Managers.

In addition, AADMM requires a thorough background check, updated every two years. I also carry $1 million in liability insurance for omissions and errors.

WHAT DOES YOUR SERVICE COST?

I charge an hourly rate, broken down to the quarter-hour. I will be thorough in my work, but frugal with your time. Our first meeting will be at no charge. This meeting is to understand your needs and to make sure that I am a good fit for you.

HOW DO I GET STARTED?

Call me at 713-628-2764 to set up a free, no-obligation appointment. During this meeting, we will discuss your needs and how I can assist you.