Purpose of Services
Uplift Your Finances provides financial consulting services designed to help clients:
- Develop better money management habits
- Create and maintain a budget
- Pay down debt
- Improve credit scores
- Increase savings
- Identify strategies for reducing taxes
Our services are educational and consulting-based in nature. We focus on accountability,
organization, and guidance to help you achieve your financial goals.
Important Disclosures
- No Investment Advice. We are not investment advisers, brokers, or financial planners. We do not
recommend, endorse, or advise on specific securities, stocks, bonds, mutual funds, insurance
products, or other investments. - No Legal or Tax Advice. While we may provide general education about tax-saving strategies, we
are not attorneys or CPAs. For personalized legal or tax advice, you must consult a licensed
professional. - No Guarantee of Outcomes. Results depend on your personal circumstances, decisions, and level
of commitment. We cannot guarantee specific financial results (e.g., credit score increase, debt payoff
timeframe, or tax savings). - Client Responsibility. You remain fully responsible for your financial decisions, accounts, and
obligations.
Confidentiality
We respect your privacy. Any personal financial information you share with us will remain confidential
and will not be disclosed without your written consent, except as required by law.
Fees and Payments
Consulting services are provided at the agreed-upon rate and payment schedule discussed prior to
starting services. Fees are non-refundable once services are rendered.
Acknowledgment
By signing below, you acknowledge and agree that:
- You understand the limitations of financial consulting.
- You understand that Uplift Your Finances does not provide investment, legal, or tax advice.
- You are solely responsible for your financial decisions and outcomes.