Q: What kinds of companies do you work for?
A: Financial institutions, investment firms, mutual fund companies, agencies, and financial advisory practices.

Q: How do you work?
A: I will write materials from scratch or help you refine existing materials – and most everything in between. Review my Case Studies to learn more about what I can do.

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 Investments and Wealth Institute. Visit www.investmentsandwealth.org for more details.

Q: What is an ABC?
A: Accredited Business Communicator, 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.