FAQ

Throughout my career, between hands on experience with clients, licensing and continuing education, I have over 7 years and 20,000 hours (and counting) worth of experience in the financial services industry. As a member, you now have that all refined into a tried and true process that will help you reach your goals.

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 Club  member or Wealth Management client, you can call us during regular business hour 8:30-5:30 pm EST or reach anytime via email.

Yes. You can cancel at anytime. Just send an email to [email protected] and you will not be billed going forward. If you want to pause your membership or downgrade, let us know.

If you have tried to manage your finances on your own and more than once and it just doesn’t seem to pan out like you hoped; it may be time to hire an expert. Sometimes we are just to “close” to our own situation to really see what needs to change. Sometimes we need an objective, non-biased third-party to help us see what we are missing. Next to your time, money is single-handedly the most valuable resource that you have. Mis-managing it can cost you even more than you may realize.