I am no longer a registered investment advisor representative, and therefore I cannot give investment advice. That means, among other restrictions, that I cannot tell you how much money to put in or take out of the stock market, or what investment products to buy or sell within the stock market. However, I can educate you about financial literacy, including general investing terms and concepts, how to chose an investment platform or professional, how to do your own research, how to use an investment platform to do your own investing, etc. 

I am also not an accountant, enrolled agent, or other tax preparer. While I know a lot about taxes from a high level, I cannot prepare a tax return for you, and there may be times that I have to refer you to a tax professional for more specific advice than I can provide. Each tax professional has their own pricing structure. 

Topics that I can both educate and advise on include: budgeting, debt, savings, giving, credit scores, real estate, insurance, self-employment, goal-setting, emergency preparedness, work benefits, and more! 

Please email me at river@beintentionalfinancial.com with any questions or concerns. You’re also welcome to check out my list of other financial and tax professionals, many of whom are able to offer investing and tax services that I cannot.