Project and Content Manager
She's a trained graphic designer with an eye for small businesses like this.
She helps manage our content and other projects. Her design eye comes into play in quality assurance checks, high-level planning meetings, content planning meetings, and sometimes in quick or specific design projects. She gives clients the high-quality work they deserve by showing her dedication on and off work hours. She is always available for a quick chat because she wants the client to feel like their ideas are heard and respected.
The challenge of understanding CFPs and what they want and then figuring out how to offer it has been a wonderful thing to learn. We are always staying at the forefront of marketing, design, and purposeful financial planning and our clients are happy about it.