Frequently Asked Questions
Clear answers to help you decide if we’re a fit.
Do you provide investment advice?
No. We provide education and general information. For investment, tax, or legal advice, we refer to licensed professionals.
Are there guarantees?
No guarantees or assured outcomes. We help you plan and decide; you remain responsible for your choices.
What locations do you serve?
Primarily Ohio and neighboring states, with virtual sessions available nationwide.
How do sessions work?
Video or in-person, with shared notes and a summarized action plan. We emphasize plain language and practical steps.
How do you handle privacy?
Minimal data collection; we only keep what’s necessary to deliver services, as outlined in our Privacy Policy.