Disclaimers
Last Updated: 10/28/2025
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Educational Purpose Only:
The content I share is for educational purposes only. It is not financial, tax, legal, or planning advice and does not constitute therapy or mental health counseling. Please consult an actively licensed and qualified professional for advice or help specific to your situation.
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I am not acting as a registered investment advisor, broker-dealer, or securities representative. I do not provide personalized investment advice, manage assets, or recommend specific securities. Any financial information shared is for general education and should not be interpreted as a recommendation to take any specific action.
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While I am a CERTIFIED FINANCIAL PLANNER™ professional, I operate as a financial coach and educator and do not currently provide services as a licensed investment advisor. The CFP® designation reflects my education and training, not an active securities or investment advisory license.
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Certification Attribution: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.​
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​Results Disclaimer: Testimonials are received via text, audio, or video submission. They are individual experiences, reflecting real-life experiences of those who have used our products and/or services in some way. However, they are individual results and results do vary. I do not claim that they are typical results that consumers will generally achieve. I make no guarantees or assurances regarding any specific outcome or result from the use of my products or services. Your success depends on various factors, including but not limited to your mindset, background, experience, and dedication. Past performance is not indicative of future results. Achieving success with our offerings requires significant effort and consistent action.​
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​Affiliate Disclosure:
This site may contain affiliate links, which means I may earn a small commission if you purchase through them, at no extra cost to you.
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