I don't have a business or finance education, will this be right for me?
Absolutely! This is meant for everyone, no matter what background you have. I break everything down for you so that it is simple to understand. And of course, if you ever have any questions, just ask!
I’m not sure if this is right for me. Should I do this?
When it comes to financial security, I strongly believe people should know what goes on with their money, especially if someone else manages it for you. If after doing all of this, and you still feel like you don’t want to manage your own investments, that’s okay too. But at least you know what is going on and the right questions to ask your financial advisor (I assume you will hire someone to take care of your money – please don’t just let your money sit there and do nothing!).
I’m not good at math, will I be able to do this?
If you are capable of spending money, you sure as hell are capable of keeping tabs on your spending and investments! There’s no calculus, algebra, or any fancy math formulas involved. This is about your financial security – a little bit of time and effort now will go a long way!
It's a big investment, how do I know if we can work together?
We will always start off with a call to see if we are a right fit for each other. We also have a 30-day money back guarantee policy (see above) if you feel like it wasn't the right decision at the time. We want you to be happy and confident with your investment in us.