Highlights
From the merchant: We teach the most important class that was never taught in school, the class on Money.
The Fine Print
Appointment required. Valid only within 20 miles of zip code 33176. Limit 1 per person, may buy 1 additional as gift(s). May be repurchased every 30 days. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About A Chat with Financial Advisement
What services does your business offer and what makes your business stand out from the competition?
We believe the class on money which has never been taught is the most important to know since we use money every day. At the end of our meeting we gather information to create a Financial Needs Analysis which will allow us to establish your Net Worth and FIN (Financial Independence Number) Number.
What was the inspiration to start or run this business?
We provide help to a highly underserved market, the middle class. Our competition focus on the top 1% while we help serve the 99%. They say that the middle class is disappearing or the rich is getting richer and the poor is getting poorer. We're here to help all reach retirement and maintain wealth.
What do you love most about your job?
We have no competition. Our competition is catering towards the rich while leaving middle class america completely underserved. I love that wealth in our business doesn't measure how rich we are but how many people we serve.
What is the best reaction you've ever gotten from a customer?
Our feedback comes with action. Most of our clients love our service so much that they refer us to their friends and family so we could help them reach financial independence as well.