No. We will have you endorse a letter of intent to set expectations for your financial coaching engagement, but there is no binding agreement or contract. We do not charge for our services, and there is no […]
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No. We will have you endorse a letter of intent to set expectations for your financial coaching engagement, but there is no binding agreement or contract. We do not charge for our services, and there is no […]
From the Certified Planner Board of Standards: “Most people think all financial planners are ‘certified,’ but this isn’t true. Just about anyone can use the title ‘financial planner.’ CFP Board benefits the public by […]
Yes. All of our coaches are registered, licensed and practicing financial advisors who take time from their own practices to help widows and widowers in distress. Moreover, they also have their Certified Financial Planner (CFP) credentials. Our coaches […]
We do not charge for our financial planning services.