Our Pledge and Guarantee To You
- We will NEVER sell you financial products like insurance or investments because we don't sell these types of services or products. Our job is to offer hope, education, and direction that will help you reach your financial goals.
- You will never be required to disclose financial information you don't want to share.
- We will never judge you. Besides, we've made terrible money and debt choices in the past too, and we've learned from them. We have worked with many people with all types of financial challenges. You are not alone.
- As a Roots member, you will have access to LIVE meet ups and one-on-one coaching to help you implement the process we teach. Those who participate in these services we find have the best success. However, you are not required to utilize these services.
- Any information that you provide during one-on-one coaching will remain 100% confidential.
- We will never recommend or provide advice that we wouldn't do.
- We will tell you what we believe you need to hear; we will offer a plan with a clear direction; we won't give up on you, and we will be available to you.
We expect, and assume, this promise from you:
That you are committing to Roots for at least one calendar year. That you are prepared to make sacrifices necessary to succeed; do what you need to do in order to understand the plan and recommendations laid out in Roots of Personal Finance; take full responsibility for the plan and its implementation; take the action required to meet your goals; you understand your success will result from your hard work and your hard-work alone; and contact us when you need additional advice and direction.
The Balanced Cents, No Hassle, 100% Money-Back Guarantee
Roots of Personal Finance comes with my personal 100% money back guarantee. But, I don’t stop there. I promise that if you take action, and do the steps that we teach in Roots, you will have fantastic success with your finances.
If there is one thing, I hate more it is buying a product that doesn’t meet its needs and feeling like I wasted my time and my money. I don’t want that for you! In the infrequent occurrence you find that Roots does not meet your needs I will refund 100% of your money, no questions asked. Your refund will be submitted immediately, and your money will be back in your account within 5-7 business days. If Roots doesn't help you, I don't want your money.
Owner, Financial Coach