Frequently asked questions
Frequently asked questions
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What services do you offer?
What services do you offer?
We provide personalized financial coaching, including budget cleanup, credit analysis, financial strategy consultations, and custom wealth-building plans.
How do I schedule a consultation?
How do I schedule a consultation?
You can book a session directly through our booking page or contact us through the form on our website.
What should I bring to my first consultation?
What should I bring to my first consultation?
Bring any recent financial documents such as pay stubs, credit reports, or a monthly budget. This helps us better assess your needs.
Is my financial information kept confidential?
Is my financial information kept confidential?
Yes. We take client confidentiality seriously and follow strict data protection practices to ensure your information is secure.
What makes your strategy different from others?
What makes your strategy different from others?
We take a values-based, personalized approach to financial wellness—meeting you where you are and helping you build a sustainable financial future.
Do you offer virtual appointments?
Do you offer virtual appointments?
Yes, we offer both in-person (where applicable) and virtual appointments to accommodate your schedule and location.
How long does a typical session last?
How long does a typical session last?
Most sessions last between 45 and 60 minutes, depending on the service and the complexity of your financial goals.
Can you help me improve my credit score?
Can you help me improve my credit score?
Absolutely. Our credit analysis service includes personalized tips, dispute guidance, and improvement strategies.
Do you work with individuals or businesses?
Do you work with individuals or businesses?
Our services are designed for both individuals and small business owners seeking financial clarity and growth.
How much does your services cost?
How much does your services cost?
Pricing varies by service and package. Visit our booking page or contact us for a customized quote.
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