Start with the free Discovery Call if you’re unsure. But don’t stress about choosing “wrong” – after you book any service, you’ll complete a quick assessment. If I notice a different service would work better, I’ll reach out before our session to discuss. Your investment can be applied to the right service, or refunded if needed.

This is covered in the answer above – I’ve built in safeguards so you don’t waste time or money. We’ll figure it out together before your session starts.

Our founder Sherace Pinnock, who is a Certified Financial Planner, Certified Financial Educator and worked as an Investment Advisor for over 7 years.

No, but it’s recommended if you’re unsure. Every paid service booking includes a brief assessment that helps me confirm it’s the right fit. If something seems off, I’ll reach out before your session.

If we determine during your session that a different service would better serve your needs, your investment can be applied to another service or refunded. See full Service Fit Guarantee [link to policy page].

Yes, payment plans are available for The Blueprint. We’ll discuss options during your Discovery Call.

Investment advice is “buy this fund.” Investment planning is “here’s your complete strategy based on your goals, timeline, risk tolerance, and tax situation.” I do planning,you choose how to implement.

I’ll tell you what types of investments align with your goals and risk tolerance. I’ll explain Jamaica-specific options. But I don’t sell products or earn commissions, so the final choices are always yours.

For Momentum Call and Foundation Builder, not necessarily. For The Blueprint and Intensive, you should have at least JMD $100,000 ready to invest or be prepared to save that within 6 months.

Perfect. That means you’re human. My job isn’t to judge your past, it’s to help you build your future. Past money mistakes don’t define your financial future.

Your bank’s advisor is paid to sell their bank’s products. I’m paid to create strategies that work for you. Big difference.