Frequently Asked Questions (FAQ)

 


First of all what’s your return policy?

Our priority is customer satisfaction– if our customers are not happy with our services we have a 30 days money return no questions asked.


Do you work with clients outside of the U.S.?

Yes, our set of digital packages are available 24/7 from your mobile divece anywhere.


Do you have customer service?

Of course! Our friendly and knowledgeable customer services reps are available to answer your questions within 24 hours/365.

What is Financial Wellness?

Financial wellness is a term used to describe the state of having sufficient personal wealth to live, without having to actively live under stress for basic necessities. financial wellness means peace of mind,  being resourseful enough that you generate income to cover your expenses and then some.

Having financial wellness sounds great but that doesn’t sound feasible to me? Can I still benefit from this site?

Financial wellness is something very few think they can reach. After all, technically it means you will be able to fund your lifestyle through your money habits and how you invest your energy, time, and money . It also means you have little to no debt. For many, especially if you are just starting out on your journey, you will have credit card debt, student loan debt and spending habits that make the goal of experiencing financial wellness seem too big and impossible of a goal to reach.

I am not going to lie, it will take work to get there. Primarily, you will need to change the way you view money, the way you spend money and your overall lifestyle.

Financial wellness is available to all, you will have made leaps and bounds in your finances by decreasing/eliminating debt, increasing savings & growing your net worth.

So what’s the harm in shooting for the ultimate goal of financial wellness?

Think about your journey and be realistic set clear tangible goals. This helps in keeping you motivated as you are able to feel good about what you have decided to do and don’t quit stay the course you got this.

This sounds  intense, will I still enjoy life?

Absolutely. Becoming better with managing your money doesn’t mean you can’t enjoy the things you value in life. You can still mostly do and have anything you want, within reason of course.

My hope is, that the further you make it along your journey, you will just innately view money differently.

The decisions you make to becoming a better money manager will not feel like a sacrifice but rather an accomplishment.

So, where do I start?

If you are Just Starting,you probably:

-Need help on how to start budget

– Have debt

-Typically have too much month at the end of your money.

-Don’t know your networth

-Have no emergency fund

-Don’t contribute to retirement or are severely behind on retirement

-Need help creating a financial plan

-Have bad financial habits

If you are On Your Way But Need Help, you probably

-Know what a budget is but still need help starting and sticking to one
-Have debt
-Have a slight idea of your net worth
-Have a small emergency fund
– Behind on retirement but want to catch up
-Need help creating financial plan
-Have inconsistent financial habits

If you are Almost There/Home Stretch, you probably:

-Use a budget
-Have minimal to no debt
-Know your networth
-Have a fully funded emergency fund
-Contribute fully to retirement and am catching up on retirement
-Have a clear financial picture/plan
-Have disciplined financial habits

Either way your next step is a personalized financial plan

We will help you create a roadmap that focuses on your starting point, your financial goals, we have designed a step by step process that is affordable and fits your criteria an action plan to bring you financial wellness, we’re with you every step of the way. Let’s get started! Contact us and schedule a  FREE 30 minutes financial strategy session it is fast and easy, also stay connected with us on social media. Our services are affordable and convenient to everyone our philosophy is built upon a foundation of trust, integrity, and transparency.

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