It can be very overwhelming and confusing when dealing with finance. My customers recognized my integrity through my work and being as meticulous attention to detail. I get praised by my customers for having in-depth knowledge of finance which then helps them in their personal finance. I consider myself a team player who coordinates with managers and professionals from other branches and businesses.

How We Got Started

Working as a Financial Service Representative I came across a lot of older generation that have difficulties coping with new technology.

Whether retrieving online banking or as simple as balancing accounts/checkbooks. Organizing financials or simply operating mobile banking apps to see balance, deposits, transfer funds, and send money/pay bills.

I have come across people/customers complaining that they don’t have enough time to organize their finances. Either because of their hectic and busy lifestyle or simply unable to manage their finances
for medical reasons.