Frequently Asked Questions

1. What exactly do I get with the $249/month plan? 

• You get personalized help setting up and managing your accounts on Robinhood, Fidelity, and Coinbase, monthly check-ins to review your portfolio setup, curated news updates, security tips, and email/chat support (Mon–Fri).

2. Can I get a refund if I don’t like the service? 

• Yes. We offer a full refund if requested within the first 7 days of your first month. After that, you can cancel anytime, and you won’t be charged for the next billing cycle.

3. Can I use your service if I’m outside the U.S.?

• Yes, but our focus is on helping clients access and manage U.S.-based platforms (like Robinhood and Fidelity). 

 4. Can you help me with tax questions?

• Yes, we provide general tax guidance related to:

• Downloading and organizing tax documents from platforms like Robinhood, Fidelity, and Coinbase
   
• Understanding common tax forms (like 1099s or crypto gain/loss reports)
   
• Clarifying U.S. tax implications of stock and crypto activity for educational purposes
   
• Sharing best practices to avoid mistakes and prepare for tax filing
   

📌 While we offer informational tax support,