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FAQ
Frequently Asked Questions
We know that starting your financial journey can come with a lot of questions—and that’s completely normal. Whether you’re curious about how our consultations work, what it takes to get started, or how we’re different from traditional financial services, this section covers the basics. If you don’t find what you’re looking for, feel free to reach out—we’re here to help.
What kind of people do you work with?
We help first-time investors, students, freelancers, and anyone looking to take control of their finances—no experience required.
Is there a cost for the consultation?
Nope. The first consultation is completely free. It’s our way of helping you get started with confidence.
Do I need a lot of money to get started?
Not at all. Many of our users start with small amounts. Our goal is to help you build good habits early and grow from there.
How are you different from other financial services?
We focus on education, personalization, and simplicity. No sales pitches—just straight-up help from finance students and CFA candidates who get it.
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