Q. I don't live in Central Pennsylvania where your office is located, so would it be practical to use your services?
A. With today's technology, you should feel the same high level of personal attention that you would receive if you were sitting right here in my office.
Q. How do you charge for your services?
A. My services are provided on an hourly basis.
Q. Do you act as my investment advisor?
A. No. My objective is to coach you through the process of getting your finances in order so that you can generate savings to be able to invest, either on your own or through a capable investment advisor that I would be happy to help you find. Keep in mind that you can't invest if you can't save. That's why the emphasis of YOUR BUDGET COACH is to help you with the first step of a sound financial future: Being able to save money.
Q. I have recently been widowed. How can you help me?
A. I can assist you with the major issues facing a newly single individual (widow or divorcee). The first involves making sure all available assets are accounted for. The second issue is the preparation of a detailed budget along with any assistance needed to implement the budget.
