Consulting

I worked with Jesse Vu and the team at Exceedia Consulting for three months. Mainly, I focused on researching public and private grants for clients and during my tenure, I also had the exciting opportunity to be exposed to learning about financial strategies in planning. Jesse always took the time to teach us the processes and strategies, in my case more specifically for grants, but in general, I observed and admired the same committed attitude towards her clients. Not only she dedicates the time to listen, explain and cater the various services according to each client’s circumstance, but I realized she is so passionate about financial planning that teaching about it becomes natural or part of who she is. This is her strength. Definitely, Jesse would go the extra mile devoting time, building quality relationships, as well as delivering results to clients. As much as she focuses with clients, she devotes time to her team sometimes staying very long nights to train us in strategy and processes. If you want to take a sneak-peak and have fun, as much as Jesse does with financial planning, check one of the workshops called “Understanding How Money Works and Pay Less Taxes” It is worth your time!

These guys are great people. Done a few successful projects with them Easy to communicate and coordinate with.