Scope of Services: JW Legacy Reset provides personalized financial coaching rooted in financial education, focused on budgeting, cash flow, debt management, credit education, financial organization, goal setting, and money behavior. Coaching includes guidance and accountability within this scope, not individualized investment or securities recommendations, asset management, tax, accounting, or legal services. JW Legacy Reset does not manage investments or client assets. Consult appropriately licensed professionals for investment, tax, accounting, or legal matters. The CFEI® certification is awarded by the National Financial Educators Council.
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