ABOUT SMART ALPHA
Smart Alpha Financial is a locally-owned American business founded in 2021. We’re passionate about navigating the complexities of the financial world to empower individuals with knowledge and strategies.
No, we are not a call center, nor do we operate in a call center environment. We take a personalized approach to financial guidance, ensuring you receive tailored solutions.
We strive to respond to all inquiries within 24 hours, providing prompt and personalized assistance.
Yes, we take pride in being a locally owned American business, deeply rooted in our community of Southern Florida!
No, we are an independent, locally owned business, and our decisions are driven by the needs and values of our community.
FINANCIAL SERVICES
No, we do not sell financial products or earn commissions. Our focus is solely on providing unbiased financial guidance.
Our revenue comes from the fees paid by our clients for financial consulting and coaching services.
We can provide education and information about various financial products, but we do not make specific product recommendations.
ALPHA ACADEMY & E-LEARNING
Alpha Academy is our online learning platform. You can access it by enrolling in our courses, which cover various advanced financial planning subjects.
Our courses encompass a wide array of subjects, from debt management to wealth management. We provide in-depth insights and valuable knowledge to enhance your financial literacy.
Yes, our learning platform allows you to monitor your progress, complete assignments, and earn certificates of completion for each course you successfully finish.
PAYMENTS & PRIVACY
We accept various payment methods, including major credit cards and secure online payment options. You can find detailed information on payment during the enrollment process.
We take data security seriously. Our systems use encryption and industry-standard security measures to protect your personal and financial information. You can learn more about our privacy practices in our Privacy Policy.
No, we are transparent about our pricing. We don’t have hidden fees or surprise charges. You’ll know exactly what to expect when you enroll in our services.
FINANCIAL PLANNING
Absolutely, our financial planning services include personalized budgeting and financial planning strategies to help you achieve your financial goals.
Our financial planning services cover a wide range of goals, from debt reduction to wealth accumulation. We’ll tailor a plan to your specific needs and aspirations.
It’s easy to get started. Simply reach out to us, and we’ll schedule a consultation to discuss your financial goals and determine the best plan for you.
CREDIT REPAIR AND IMPROVEMENT
Our credit repair experts will review your credit reports, identify inaccuracies, and work with credit bureaus to correct errors, ultimately helping to boost your credit score.
The timeline for credit score improvement varies depending on individual circumstances. However, many clients see positive changes within a few months of enrolling in our services.
Yes, we provide education and tips on maintaining a healthy credit score to help you continue making wise financial decisions.
CONSULTING VS. ADVISING
Financial consulting involves providing expert guidance and recommendations, while financial advising typically includes making investment decisions on behalf of clients.
It depends on your financial goals and preferences. If you want personalized guidance and decision-making control, consulting may be more appropriate. Advising involves ceding some control to a financial advisor.
We focus on financial consulting and coaching services, empowering you with knowledge and strategies to make informed decisions. We do not provide traditional financial advising or manage investments.
MEMBERSHIP & SUPPORT
Membership offers access to exclusive resources, coaching sessions, and financial education to help you make informed decisions on your financial journey.
You can contact our customer support team through our website or by phone. We’re here to assist you with any inquiries or support you may need.
We offer membership levels tailored to different needs and preferences. You can choose the level that best aligns with your financial goals and desired support.
