Frequently Asked Questions
Q: What kinds of companies do you work for?
A: Corporations and financial institutions, investment firms and mutual fund companies, small businesses and financial advisors.
Q: How do you work?
A: I will write materials from scratch or help you refine something you’ve written yourself – and most everything in between. See some of the case studies in my Portfolio for more details.
Q: How do you charge?
A: I charge a flat fee whenever possible and put in writing what services are included. Based on your needs, other fee structures can be established.
Q: What is a CIMA®?
A: Certified Investment Management Analyst, which is a certification awarded by the Investment Management Consultants’ Association (IMCA). Visit www.imca.org for more details.
Q: What is an ABC?
A: Accredited Business Communication, which is a certification awarded by the International Association of Business Communicators (IABC). Visit www.iabc.com for more details.
Q: How long have you been in business?
A: Since 1997.
Q: Do you do the layout?
A: No, but based on your needs and your budget, I can refer you to excellent designers.