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Frequently Asked Questions
Carreira Finance provides financial coaching services and financial articles.
Our goal is for you to learn how to best use your money to achieve whatever you want in life.
Carreira Finance will find solutions to solve your financial problems, teach you on how to make better financial decisions, and avoid common financial mistakes.
We don’t have any hidden incentives or charge you asset-based fees because we are here to serve your interests!
Our financial coaching service includes the launch meeting and monthly meetings.
During the launch meeting, we start by assessing your current financial situation. Next, we go over your financial goals. Then, we discuss the pros and cons of various potential financial scenarios. At the end of the session, we have your financial plan.
During our monthly meetings, we start by reviewing your spending for the month. Next, we update the budget for next month if necessary. Then, we review your financial goals and make sure you are on track to achieve them.
If you are ready to make changes to your finances, check out our Financial Coaching Services.
If you are not ready to get help yet, read our Financial Articles to learn more about personal finance.
Also, don’t forget to read our Terms & Conditions and Privacy Policy.
Financial coaches educate their clients on the basics of personal finance and money management.
They help their client assess their financial situation, determine attainable financial goals, and develop good financial habits.
Financial Advisors
- Charge an asset-based fee
- Require minimum assets under management
- Push commission-based financial products
- Focus on how to grow your investments
Financial Coaches
- Charge a flat fee per session or project
- Don’t require minimum assets
- Teach you how to manage your finances better
- Focus on how to achieve your financial goals