FAQ
Clear answers to common questions about what we do, what we don’t do, and how to work together.
No. Adulting Finances provides education, templates, and financial strategy consulting. We do not take custody of assets or execute trades.
We operate with a fiduciary mindset: transparent assumptions, product-agnostic recommendations, and no commissions or incentives to sell you financial products.
No. We do not provide legal or tax advice. For legal matters (including bankruptcy) or tax planning, consult a qualified attorney or tax professional.
A clear prioritization order, key tradeoffs, and an execution plan (next steps for the next 7–30 days). If you want, we can also send a brief summary by email.
People who want clarity and structure: budgeting/cash flow, debt/credit recovery, investment strategy, life transitions, and major financial decisions.
If you want someone to manage your portfolio, provide legal advice, or promise guaranteed returns, this is not a fit.
DIY tools give you a structure to implement independently. Consulting is for complex situations, decision tradeoffs, and accountability when you want an expert guide.
Still unsure?
Send your situation through the intake form and we’ll recommend the simplest next step.
Contact us