FAQ
What’s the difference between a financial coach and a financial advisor?
A financial coach provides education and guidance to help you manage money, save, and invest wisely. A financial advisor gives personalized investment recommendations and manages assets. The information I provide is for educational purposes only and should not be considered financial, investment, tax, or legal advice.
Is this financial or investment advice?
No. I provide financial education and coaching, not investment or securities advice. As a Certified Financial Educator CFEI, my services focus on helping you understand your finances, improve money habits, and learn how saving, investing, and retirement planning work so you can make informed decisions with confidence.
What does your financial roadmap include?
Your roadmap includes a breakdown of your current financial picture, education around saving and investing principles, and scenario based tools such as retirement projections and withdrawal simulations. These tools are designed to help you visualize different outcomes and understand trade offs. They do not include recommendations for specific investments or products.
Can you tell me what to invest in?
No. I do not recommend or manage specific investments, securities, or financial products. Instead, I teach general evidence based investing concepts and provide educational frameworks you can apply on your own or discuss with a licensed financial advisor.
Who is this coaching best for?
This coaching is best for individuals who want clarity, structure, and confidence around their finances and who are working toward financial independence or a work optional lifestyle without needing ongoing investment management.
I am located outside the U.S.A., does the course still apply to me?
This course is designed for individuals in the United States, as it is based on U.S. financial systems, retirement accounts, and investment regulations. While some concepts may apply broadly, specific strategies and guidelines may differ in other countries.