FAQs

Why Should I Use Your Services?

One of the biggest challenges I see people face with their personal finances, is not know where to start. Regardless of which package you choose, you will get my full support to review your situation, and get started in the right direction.

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.

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!

We will discuss anything within the hour about your finances that you may have questions on, as well help create budgets, give advice, etc.. within the call.