Financial Coaching Disclaimer
Aksarben Financial Coaching, LLC provides financial coaching services for educational and informational purposes only.
No Financial, Investment, Tax, or Legal Advice
I am not a licensed financial advisor, investment advisor, tax professional, or attorney. I do not provide investment advice, recommend specific securities or financial products, prepare tax returns, or provide legal advice.
Educational Coaching Only
Financial coaching is designed to help clients improve financial organization, cash flow visibility, budgeting, debt payoff structure, emergency fund planning, and accountability. Coaching is educational in nature and is not a substitute for working with a licensed financial, tax, legal, or other qualified professional.
Client Responsibility
All financial decisions remain the responsibility of the client. Any actions taken based on information discussed during coaching sessions are made solely at the client’s discretion. No specific outcome, financial result, debt payoff timeline, savings target, or other result is guaranteed.
No Fiduciary Relationship
The coaching relationship does not create an investment advisory, fiduciary, legal, or tax-professional relationship.
When Professional Advice Is Needed
Clients should consult an appropriately licensed professional for advice related to:
- Investments or asset allocation
- Tax planning or tax filing decisions
- Legal matters
- Insurance recommendations
- Retirement plan selection requiring licensed advice
Coaching Agreement
Clients who engage in paid coaching services are also required to review and accept the official Client Coaching Agreement as part of the intake process.