FAQs
Why Should I Use Your Services?
I have a huge passion for finances, and helping individuals get closer to financial freedom.
I made my share of financial mistakes in the past, but I educated myself and learned from them. I have paid down over $50k in debt, optimized my money by regularly saving and investing, I transitioned careers into the finance world, as well as built my business around this.
I am confident in my skillset, as well as my knowledge.
Is my personal information safe and secured?
What about investing advice?
What topics do we discuss during the coaching calls?
What platform will the coaching be on?
I can offer general guidance and education on investing, but I do not provide licensed financial advising or recommend specific investments.
I am not a financial advisor, nor am I financial planner. I am also not a tax professional. I can not give you tax advice, or investing advice.
I am simply a financial coach... or counselor, if that helps you understand the differences.
All calls will be virtual. The platform I use is Google Meets in order to conduct all face-to-face coaching interactions. This can be accessed on mobile phone or personal computer.
Yes! Your information is 100% safe at all times! One of the most important things to know is that your personal finances is just that: it's personal. Therefore, at no time will I ever discuss or share your personal situation with anyone!
I like to share progress/results on my clients, without giving away their name or information of course, but I will always ask.
We will discuss anything within the 2 hours about your finances that you may have questions on, as well help create budgets, give advice, etc.. within the call.
Are there any requirements for your services?
Absolutely!
You MUST live in the USA and use USD. (There are some exceptions)
You must be generating income
You must be dedicated, open and punctual (You need to show up for you, more than anything in this life).
You must be available for video calls Saturday or Sunday (10a-5p)