Frequently Asked Questions

Frequently asked questions…

Why should i worry about my finances now?

It is important to examine your finances now and continually re-examine them as you grow with all you are doing. As you are setting educational goals how does that align with the financial future you see for yourself?

What are the ages of your clients?

I want to reach prospective students & families at any age level to begin the journey of their financial education.

are you a financial planner/ fiduciary?

No, I am a personal financial educator and work in the best interest of you the client.

Can you help me get starting with my investing goals?

You may be best suited with using a robo-advisor, which are online services that provide investment help at low cost with low or no account minimums.

What is financial education?

Financial Education (most commonly referred to as financial literacy) is defined as, “Possessing the skills and knowledge on financial matters to confidently take effective action that best fulfills an individual’s personal, family and global community goals.”

how is that different from financial aid?

Financial Aid is the actual resources received in the form of grants, scholarships, and loans to help you go to school.

i am not sure where to start

Start with a consultation and we can discuss what your goals are and how we can possibly partner on that journey.