FAQ

Frequently Asked Questions

Quick answers to common questions about our finance services.

Do you provide investment advice?

No. We provide budgeting and cashflow support and general education.

Do you handle client money?

No. Payments are only for our services, processed via Stripe.

How do you deliver work?

Secure email delivery of spreadsheets and summaries, plus calls when included.

What information do you need?

A list of income/expenses and basic documents (bank exports, invoices, etc.).

Do you support businesses?

Yes—individuals, freelancers, and small businesses.

Can I cancel a monthly plan?

Yes. Monthly plans can be canceled before the next billing cycle.