Legal Disclaimer

Financial Coaching Services Disclaimer

Next Level Money ("we," "us," or "our") provides financial coaching and educational services. The information presented on this website, in our sessions, workshops, and materials is for educational and informational purposes only.

Not Professional Financial Advice

The content and services provided by Next Level Money are for informational purposes only and is not intended to provided financial, investment, legal, or tax advice. We are not licensed financial advisors, attorneys, accountants, or tax professionals. We do not provide specific investment recommendations or legal counsel.

Educational Purpose

Our coaching services focus on financial education, budgeting strategies, goal setting, and developing healthy money habits. We do not:

  • Recommend specific investments

  • Provide tax preparation services

  • Offer legal advice

  • Manage investments or assets

  • Make specific financial decisions on your behalf

Individual Responsibility

Any financial or investment decisions you make based on information obtained through our services are solely your responsibility. We encourage you to:

  • Conduct your own research

  • Consult with qualified professionals

  • Make informed decisions based on your personal circumstances

  • Verify all information independently

No Guarantees

Past performance is not indicative of future results. We do not guarantee any specific financial outcomes from using our services. Success in managing personal finances depends on many factors, including individual circumstances, market conditions, and personal effort. Next Level Money and its owner are not responsible for any damage, losses, harm, claims, proceedings, liabilities and/or expenses incurred while using our content or services.

Professional Consultation

For specific advice regarding investments, taxes, legal matters, or other financial decisions, please consult with qualified professionals such as:

  • Licensed financial advisors

  • Certified public accountants

  • Tax professionals

  • Attorneys

Risk Disclosure

All financial decisions involve risk. No financial strategy is universally appropriate, and what works for one person may not work for another. Consider your personal circumstances, risk tolerance, and goals when making financial decisions.

Updates and Changes

This disclaimer may be updated periodically. Continued use of our services constitutes acceptance of any changes to this disclaimer.

Contact Information

For questions about this disclaimer or our services, please contact us at corey@nextlvlmoney.com.

Last Updated: 12/24/2024