Welcome to the pre-survey! Why would we be excited that you're filling out a survey? Simply because this is an opportunity for YOU to seriously think about where you stand financially, what are your current and future financial goals, what do you want to achieve in the coming weeks/months/years, and ultimately an opportunity to learn how to achieve them over time. We look forward to working with you!
***Keep in mind, our services are not financial advisement and our sessions are not for everyone. We are here to teach you about investing from our own perspectives and experiences. There are an infinite amount of ways and methods to invest. We do not manage or handle your wealth or money at any time. We have one flat rate per service. There are no reoccurring fees or monthly fees ever. One and done. If there are any questions on this, please email us prior with your questions before proceeding with our pre-survey. Sessions are subject to availability, session fee verification, and pre-survey results.