Below you will find frequently asked questions. However, if your question is not answered, please drop us a line!
Making $ense of Your Personal Finances, Every Day!
FAQ
FAQ
General Question
What primary services do you offer?
Our mission is to empower our clients to make informed decisions about their personal finances and to reach their personal goals. We do this by being there every step of the way, supporting them through one-to-one counseling and financial wellness classes.
What do you specialize in?
We specialize in removing stress caused from money! Building wealth and living life on your own financial terms is not rocket science, but is unique blend of mindset, knowledge, strategy and behavior. We are here to find the blend (or balance) that fits YOU best!
What don’t you do?
We do not sell financial products. We do not give specific financial advice for purchasing any specific financial products. We are here to empower our clients to determine what is best for them when it comes to their personal finances.
Who would benefit from your services?
Our services are there to serve anyone that wants more for their personal financial situation!
-Anyone who feels out of control with their money
-Anyone living paycheck to paycheck who doesn’t know how to manage and grow their finances
-Anyone who was never taught money management
-Anyone who wants to eliminate debt
-Anyone who has big dreams and wants to realize the potential of reaching those goals
-Anyone confused or afraid to face their finances, but is ready to take control
We provide a non-biased approach to assisting with your goals by establishing clear path with money management and financial decisions.
How much does your service cost?
This is a question that is usually on everyone’s mind as they look through our services. Our goal is to show that the value of our fee is saved with the money management education provided working with our team. If you are concerned about the fee, please contact us so we can look over your situation and see if we can be a good fit. Everyday Money Matters is a Fee – Based only services. We do not have a subscription session purchase. The standard fee for individual counseling services is $120.00 per 60–90-minute session, either in person or virtual services (phone or ZOOM). This fee can be prorated for sessions exceeding 90 minutes or sessions planned for less than 60 minutes. Financial Wellness “parties” are based on a per person fee, and the host will be responsible for collecting the fee for service prior to the beginning of the party. (The financial parties are offered in the local area of Montgomery, Alabama.) Financial Wellness Workshops fees will be posted at the time of workshop and will be paid in full at the time of registration for the workshop. Clients are expected to pay in full at the time of service unless other arrangements have been made. Except in the case of minors, or when other arrangements have been made, the person receiving the service is financially responsible. We do have gift certificates available. Additional fees are charged for lengthy telephone communications (over 10 minutes), court attendance, and report/letter writing. There is a $25.00 per page charge for any forms the client requests Everyday Money Matters to complete for them. There is a $50.00 service fee for checks returned for non-sufficient funds, and the client will be required to pay for all future sessions in cash.
Do you offer special group workshops?
Yes, we offer personal financial workshops/classes to groups, i.e., Woman Only, College Students, New Professionals, Teens, Couples only, etc. We are happy to customize a workshop/class for your group that meets your specific needs.
Do you work with small businesses?
Yes, We are excited to work with small businesses and help them establish a Employee Personal Financial Wellness Program for their employees. Workplace financial wellness programs are a win-win for all involved! Contact us, and we will be honored to create a program specifically for your workplace.
Do you give advice on investments?
No, we do not give advice, nor do we sell investment products. Our goal is to educate you on a number of personal financial topics and issues, not to make decisions for you with investing. We act as a non-biased personal financial counselor providing you with constructive information for you to make an informed decision on different financial products.