- Do you keep my personal financial information private?
- What makes the financial resources here any different than what I can find on google?
- Does Makes Cents 2 Me invest my money for me?
- If I have questions, how can I get in contact with someone?
- Can I Cancel My Membership?
- How do I know if this is right for me?
Throughout my career, between hands on experience with clients, licensing and continuing education, I have over 6 years and 15,000 hours worth of experience in the financial industry. As a member, you now have that at your disposal.
Yes. Makes Cents 2 Me, Inc is a Registered Investment Advisor offering investment advisory services in North Carolina and other states where exempt.
You have 24/7 access to us via email. In the email you can detail your needs and we will get back to you within 24 hours. If you are an MMA student, you can schedule a virtual meeting with us if you our involvement is needed to progress through your learning modules or pertinent questions related to anything you desire to implement that you may need our guidance on. This is the way we you can enjoy our programs at an incredibly low cost. If you are a Legacy and Lifestyle member or Investment Advisory client, you can call us during regular business hour 8:30-5:30 pm EST or reach anytime via email.
Yes. Simply login to your account and go through the process to cancel membership. If you want to pause your membership or downgrade, send us an email instead.
If you have tried to manage your finances on your own and more than once, it just doesn’t seem to pan out like you hoped, it may be time to hire an expert. Next to time, your money is singly handedly the most valuable resource that you have. Mismanaging it can cost you even more than you may realize.