Finance Strategists FAQs

What happens after I submit my financial question?

After submitting your question, it enters a meticulous review process managed by our dedicated team at Finance Strategists. We analyze the scope and specifics of your question to determine its relevance to our pool of financial professionals. Once we establish that your query aligns with the expertise of a specific professional, we facilitate a connection for an obligation-free consultation. You hold complete autonomy to decide whether or not to further engage with the professional's services beyond this point. This process ensures that your question is addressed by the appropriate expert, delivering customized advice tailored to your unique financial situation.

Is Finance Strategists affiliated with the professionals they recommend?

Our recommendations are strictly merit-based. We only suggest professionals who have passed our meticulous vetting process. The professionals we recommend have no pre-existing or outside affiliations with us. They are chosen solely for their ability to answer your questions effectively, providing the expertise and guidance you need.

Are there any hidden costs or fees involved?

No - Submitting a question and engaging in an initial consultation with a financial professional is entirely free of charge for our users. If you choose to employ the services of the professional beyond the initial consultation, any potential costs will be discussed and agreed upon between you and the professional.

How does Finance Strategists make money?

Finance Strategists operates as a bridge, connecting users with financial queries to professionals who can provide answers. While the service is free for users, financial professionals compensate us for the opportunity to connect with our site's visitors. If you're a financial professional interested in partnering with us, simply fill out our application form.

Can I get a question answered without a call or meeting?

Absolutely. You will only be offered a no-obligation consultation if you specifically request one. However, to provide the most accurate and tailored financial advice, a detailed conversation is often recommended, allowing your professional to fully understand your situation.

Is Finance Strategists a Registered Investment Advisor?

No, Finance Strategists is not a Registered Investment Advisor and cannot provide financial or legal advice. We partner with those holding the correct qualifications to get our visitors’ questions answered.

How secure is my personal and financial information?

We take your privacy seriously at Finance Strategists. We use advanced encryption technology to safeguard your information. Moreover, we never sell your data to third parties, and we only connect you with a professional if you explicitly request it. Your trust is our priority.

How can I be sure about the quality of the professionals in your network?

At Finance Strategists, we employ a stringent vetting process for all financial professionals in our network. They are assessed based on their qualifications, expertise, and past track record. You can be rest assured that we only connect you with the best and most suitable professionals for your unique financial needs.

How long will it take to get my question answered?

Our team works diligently to review and match your query with the appropriate professional swiftly, usually the same business day. Although the exact timeframe can vary based on the complexity of the question and the availability of professionals, we aim to provide a seamless, efficient process for all users.

About Finance Strategists

Finance Strategists is a leading financial literacy non-profit organization priding itself on providing accurate and reliable financial information to millions of readers each year.

We follow strict ethical journalism practices, which includes presenting unbiased information and citing reliable, attributed resources.

Our goal is to deliver the most understandable and comprehensive explanations of financial topics using simple writing complemented by helpful graphics and animation videos.

Our writing and editorial staff are a team of experts holding advanced financial designations and have written for most major financial media publications. Our work has been directly cited by organizations including Entrepreneur, Business Insider, Investopedia, Forbes, CNBC, and many others.

Our mission is to empower readers with the most factual and reliable financial information possible to help them make informed decisions for their individual needs.