“ are internal tokens (with no value in dollars) that allow members to receive credit for help they provide to non-profits or individual Simbi members, without having to exchange talents directly.
In depth financial consultation
50
50 per hour - OK - Posted Oct 27, 2016
Via skype ( in person extra ) I will ask you questions about your entire financial situation to include your goals, assets, debts, ect to get a better understanding and make recommendations on how to improve. I will not ask for specific financial data such as account numbers or financial institutions. My goal is not to sell you something, but to show you how to be more financially efficient. While I will make recommendations as to what will make or save you more money, I will not be providing those products and it will be up to you to turn my advice into a reality, if you so choose.
Training & Qualifications
I have over 10 years experience as a financial analyst, banker, loan officer, book keeper, and credit counselor.
Availability & Preferences
After 8pm on weekdays and weekends.
Reviews of Cait
Ty received hour of In depth financial consultation from Cait
Nov 12, 2016
Great experience and everything was covered more than I thought would happen. We even went over the original appointment time just to have a good end ...cap. She really knows a lot about banking and credit. We did Skype and it worked well. If you're local to her hit her up if you have a small business and want to trade your services for some financial advice! show more
Ty received hour of In depth financial consultation from Cait
Nov 12, 2016
What an excellent experience! Cait really cares about being of service to others and making life better for them. She is smart, attentive and well spo...ken. I am truly appreciative and will consult with her again in the near future.show more
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