Do you only help women?
No. Men are welcome to join The Money Mastermind or use any of our services – both single men, as well as the spouses/partners of our female clients. Our programs have been crafted with the needs of women in mind, emphasizing community, relationships, learning, and emotions – but we are not excluding men from using our services.

How are you compensated?
We are a fee-only, independent firm. That means we do not receive a commission on any recommended investments or insurance products. Our compensation is directly from our clients, in the form of hourly fees, project fees, monthly membership fees, and class tuition.

Are your fees tax-deductible?
Yes. You may be able to take an itemized deduction for tax and/or investment advice in the miscellaneous section of Schedule A, subject to a 2% floor of adjusted gross income. If you are self-employed, you may be able to deduct fees as a necessary business expense for professional advisory services.

Can you give me names and contact information for your clients?
We do not provide contact information of our clients, to protect their confidentiality. We do provide messages on this website from our clients about our services, and may also provide references for other financial professionals. The success stories on this website are all documented in our files.

How does your money-back satisfaction guarantee work?
If you are not satisfied with your service, class, program, or product, you may return all items received and obtain a refund of all your fees paid, within one year of purchase of your service or product. You must give us notice by phone, email, fax, or mail, and return all items received (such as CDs or binders), to get your refund.

About Our Services

Do you have a minimum fee or asset requirement?
No. We can help clients from all income and asset brackets.

Do you manage assets or take custody of investment accounts?
No. You maintain control over your assets – we only advise you regarding your assets and investments.

About Elizabeth