FAQs

Frequently Asked Questions

Learn how Finania works, what you can expect, and how our financial consulting services help you grow."

Budgeting Assistance

How is your service different from a free budgeting app?

How is your service different from a free budgeting app?

How is your service different from a free budgeting app?

Can budgeting really help me save money if my income is low?

Can budgeting really help me save money if my income is low?

Can budgeting really help me save money if my income is low?

Do I need to track my spending every day?

Do I need to track my spending every day?

Do I need to track my spending every day?

How detailed does my budgeting need to be?

How detailed does my budgeting need to be?

How detailed does my budgeting need to be?

What if I’ve never created a budget before?

What if I’ve never created a budget before?

What if I’ve never created a budget before?

Financial Planning

How is this different from using a budgeting app?

How is this different from using a budgeting app?

How is this different from using a budgeting app?

Can the plan change over time?

Can the plan change over time?

Can the plan change over time?

Will I receive a complete financial plan after the first session?

Will I receive a complete financial plan after the first session?

Will I receive a complete financial plan after the first session?

What do I need to prepare before starting the planning process?

What do I need to prepare before starting the planning process?

What do I need to prepare before starting the planning process?

Is this service only for people with high income?

Is this service only for people with high income?

Is this service only for people with high income?

Estate Planning

What happens if I don’t have any estate plan at all?

What happens if I don’t have any estate plan at all?

What happens if I don’t have any estate plan at all?

Can estate planning help reduce taxes for my family?

Can estate planning help reduce taxes for my family?

Can estate planning help reduce taxes for my family?

Will you prepare the legal documents for me?

Will you prepare the legal documents for me?

Will you prepare the legal documents for me?

What documents are typically involved in estate planning?

What documents are typically involved in estate planning?

What documents are typically involved in estate planning?

Do I really need estate planning if I’m not wealthy?

Do I really need estate planning if I’m not wealthy?

Do I really need estate planning if I’m not wealthy?

Tax Optimization

How often should I update my tax strategy?

How often should I update my tax strategy?

How often should I update my tax strategy?

Is this only for business owners or high-income individuals?

Is this only for business owners or high-income individuals?

Is this only for business owners or high-income individuals?

Do you offer tax filing services?

Do you offer tax filing services?

Do you offer tax filing services?

Can this service help me reduce my tax bill this year?

Can this service help me reduce my tax bill this year?

Can this service help me reduce my tax bill this year?

Is tax optimization the same as tax evasion?

Is tax optimization the same as tax evasion?

Is tax optimization the same as tax evasion?

Investment Guidance

Can I invest ethically or according to my values?

Can I invest ethically or according to my values?

Can I invest ethically or according to my values?

What if the market crashes—will I lose everything?

What if the market crashes—will I lose everything?

What if the market crashes—will I lose everything?

Will you manage my investments for me?

Will you manage my investments for me?

Will you manage my investments for me?

What kind of investments do you recommend?

What kind of investments do you recommend?

What kind of investments do you recommend?

I’m completely new to investing. Is this service for me?

I’m completely new to investing. Is this service for me?

I’m completely new to investing. Is this service for me?

Retirement Planning

Does retirement planning include healthcare and insurance planning?

Does retirement planning include healthcare and insurance planning?

Does retirement planning include healthcare and insurance planning?

Will you tell me exactly how much I need to retire?

Will you tell me exactly how much I need to retire?

Will you tell me exactly how much I need to retire?

Can I still retire comfortably if I start planning late?

Can I still retire comfortably if I start planning late?

Can I still retire comfortably if I start planning late?

What if I’ve already started saving—do I still need this service?

What if I’ve already started saving—do I still need this service?

What if I’ve already started saving—do I still need this service?

When should I start planning for retirement?

When should I start planning for retirement?

When should I start planning for retirement?

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