JINKY is working well within our business. She is picking up on the complexities of financial planning and compliance. The challenge will be for her to navigate through our processes and tasks which unfortunately are not stream lined in our business.

Jinky is proactive – eg. she saw the need to document the process of writing notes in xplan which we had but was outdated so she took the initiative to update our process. She is easy to work with and follows tasks well.

Verante Financial Planning