Frequently Asked Questions

The questions you always wanted to know about your finances but were afraid to ask.

Why do I need a Financial Coach?
Accountability.  A financial coach will be hands on in helping you set your financial goals, hold you accountable in meeting those goals, and customize a plan unique to your individual situation.


What if I Don't like to budget?

At DNA financial, we do not believe in budgeting from the conventional sense.  We teach our clients to "Pay Attention" to what they are spending their money on.




What are your fees?

Fees are calculated on a case by case basis dependant on the service needs of the client.  




What's the difference between a financial advisor and a financial coach?
Financial advisors help you manage the wealth you have already built.  A Financial coach helps you to develop stategies to build wealth.



How can I get started?

Just use one of the contact us options to reach out and let's begin to plot wealth stategies together

  • Facebook
  • Twitter
  • YouTube
  • Instagram

DISCLAIMER is the official website for DNA Financial Services LLC.   The information from this website is for Educational purposes only.   The views and opinions expressed by the staff at DNA Financial Services LLC are their own, and do not necessarily represent those of DNA Financial Services LLC.   

Any financial information, concepts or ideas gained from this site would be used at your own risk, and the staff of DNA Financial Services LLC are in no way responsible for how the information (blogs, articles, videos, or other media) would be used.     Please fact check any statements or advice made prior to making any financial decisions.

© 2021 DNA Financial Services, LLC. All Rights Reserved. Website Designed by The Marketing Dept. Unlimited