Prospective client in Spokane WA

[Karen Ethridge]

Hello fellow DMMs in the Pacific Northwest!

Yesterday I received an email from a gentleman looking for a DMM in the Pacific Northwest area. We have a number of DMMs located in Seattle WA and surrounding area (but no one within an hour of Spokane). Would someone be interested in this referral? Let me know and I’ll give him your name and contact info.

Here’s the email…

I’ve read about you and your business. I wish you were my neighbor.
I’m a 67 year old small business owner in Spokane, WA running out of time in the day. My wife is unable to help with money management at home because of mental health issues. Can you recommend someone who can help? I’d like to work with someone in the Pacific Time Zone.

Barbara Boustead
barbara@marysdaughterllc.com
608-515-4083

[Joel Catania]

Hi Barbara,

I’m not in the Pacific Northwest but am in the Pacific Time Zone and am specifically looking for remote clients. Would you pass my contact info along?

Thanks,
Karen Ethridge
K2. Financial LLC
(510) 984-8333

[Karen Ethridge]

Hello Karen,

Thanks so much for responding. I certainly will forward your information.

Thank you!
Barbara

[Author]

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