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Dreaming Tree Personal Finance
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F.A.Q.
Here are a few questions that some of our clients have asked before. If there are other questions you have, please feel free to message us using the button below and we’d be happy to answer!
Is there anything I need to do to prepare for our Initial call?
Nope! The first initial call is in place to determine if we think I can provide value to what you are trying to do and to paint a clear picture of what we do for our clients.
Will DreamingTree Finance make investments on my behalf?
No. Dreaming Tree Personal Finance is strictly consultative and educational in nature. If our clients do choose to invest, we can guide them on the best way to go about it on their own or point them in the direction of a Broker to assist.
Are the Coaching sessions confidential?
Absolutely yes. Nothing we discuss will ever be shared with anyone outside of our sessions. All conversations are strictly confidential.
Are you a Certified Financial Planner (CFP)?
No. We are self taught educational consultants with proven real world experience who work to build a strong foundation around the understanding of finance.
Do you operate on a commission structure?
No. All of our fees are based on our specific consulting engagements and will always be clearly outlined.