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Straightforward Answers to Every Money Question

$795.00

Get straightforward guidance to empower yourself to answer any money question with clarity and confidence now and in the future.

Most of us lack a meaningful framework for making decisions about money. Whatever your question or questions, Straightforward will teach you how to make context-specific money decisions in alignment with your values and implement them efficiently. How should you invest? Do you have enough to retire? Where should you put your money and when? How can you make your money last? Should you buy a house? How can you make a legacy plan to ensure your assets are transferred to your heirs at the lowest cost? How can you manage your investments yourself? Straightforward will give you context-specific guidance and ongoing resources that you can use to eliminate the exorbitant cost of traditional money management and keep more wealth for the people and causes you care about. 

How it works:

Your purchase entitles you to:

1. An initial document review by Straightforward, as necessary depending on the question or questions that bring you to Straightforward,

2. An initial educational-resource package, as necessary depending on the question or questions that bring you to Straightforward,

3. A 90-minute video call to discuss all aspects of your question and give you the knowledge and resources you need to arrive at an answer,

4. Up to one hour of follow-up research based on information learned during the call as well as the delivery of additional educational resources for you to use to answer your question, as needed,

5. A one-page write-up of all the action items you decide to take with step-by-step implementation instructions and a 30-minute wrap-up call to address any questions concerning the write-up.

In our experience, most money questions can be answered using the process described above at the listed price. If, after this process, additional work is desired or required, you may purchase the service again at will or negotiate in good faith with Straightforward to arrive at a reasonable arrangement for the provision of additional services.

Get straightforward guidance to empower yourself to answer any money question with clarity and confidence now and in the future.

Most of us lack a meaningful framework for making decisions about money. Whatever your question or questions, Straightforward will teach you how to make context-specific money decisions in alignment with your values and implement them efficiently. How should you invest? Do you have enough to retire? Where should you put your money and when? How can you make your money last? Should you buy a house? How can you make a legacy plan to ensure your assets are transferred to your heirs at the lowest cost? How can you manage your investments yourself? Straightforward will give you context-specific guidance and ongoing resources that you can use to eliminate the exorbitant cost of traditional money management and keep more wealth for the people and causes you care about. 

How it works:

Your purchase entitles you to:

1. An initial document review by Straightforward, as necessary depending on the question or questions that bring you to Straightforward,

2. An initial educational-resource package, as necessary depending on the question or questions that bring you to Straightforward,

3. A 90-minute video call to discuss all aspects of your question and give you the knowledge and resources you need to arrive at an answer,

4. Up to one hour of follow-up research based on information learned during the call as well as the delivery of additional educational resources for you to use to answer your question, as needed,

5. A one-page write-up of all the action items you decide to take with step-by-step implementation instructions and a 30-minute wrap-up call to address any questions concerning the write-up.

In our experience, most money questions can be answered using the process described above at the listed price. If, after this process, additional work is desired or required, you may purchase the service again at will or negotiate in good faith with Straightforward to arrive at a reasonable arrangement for the provision of additional services.

Straightforward Finance Services Disclaimer

Educational Purpose Only

The information, materials, content, courses, coaching, workshops, tools, and resources provided by Straightforward Financial Advice, LLC, Ross Berlin, and/or Straightforward Finance, LLC,  (collectively, the “Services”) are for educational and informational purposes only and are not intended as, and shall not be construed as, investment advice or the work of an “investment adviser” under any section of Chapter 517, Florida Statutes, or any comparable statute at the state or federal level in any state or territory of the United States of America.

No Professional Relationship

Your use of the Services does not create a fiduciary relationship, advisor-client relationship, attorney-client relationship, or any other professional relationship between you and Straightforward Financial Advice, LLC, Ross Berlin, and/or Straightforward Finance, LLC. Straightforward Financial Advice, LLC, Ross Berlin, and/or Straightforward Finance, LLC, in the performance of any and all services contracted for, is not acting as a licensed financial advisor, investment advisor, broker-dealer, tax professional, or legal professional.

No Personalized Advice

All information provided is of a general nature and is designed to be educational so as to enable you to make your own decisions. The information does not and cannot take into account all the specifics of your individual financial situation, objectives, risk tolerance, or needs. You are solely responsible for evaluating the merits and risks associated with any financial decisions you make.

No Guarantees

There are no guarantees regarding financial results, income, savings, investment performance, credit outcomes, or financial improvement. Past results, examples, testimonials, or illustrations—whether actual or hypothetical—are not a guarantee of future outcomes.

Assumption of Risk

You acknowledge that all financial decisions involve inherent risks, including the risk of financial loss. You voluntarily assume full responsibility for any actions you take or decisions you make based on information obtained through the Services.

Limitation of Liability

To the fullest extent permitted under Florida law, Straightforward Financial Advice, LLC, Ross Berlin, and/or Straightforward Finance, LLC, its owners, officers, employees, contractors, and affiliates shall not be liable for any direct, indirect, incidental, consequential, special, punitive, or exemplary damages arising out of or related to your use of, or reliance on, the Services, even if advised of the possibility of such damages, and even if such damages arise out of their own negligence.

Third-Party Information

The Services may reference third-party tools, resources, websites, or services. Straightforward Financial Advice, LLC, Ross Berlin, and/or Straightforward Finance, LLC, does not control, endorse, or guarantee the accuracy or reliability of third-party information and assumes no responsibility for it.

Not a Substitute for Professional Advice

You are strongly encouraged to consult with qualified professionals licensed in the State of Florida—including financial advisors, accountants, tax professionals, and attorneys—before making any financial, legal, or tax decisions.

Compliance With Florida Law

This disclaimer shall be governed by and construed in accordance with the laws of the State of Florida, without regard to conflict-of-laws principles. Any dispute arising from or related to the Services shall be brought exclusively in the state or federal courts located in Florida.

Acknowledgment

By accessing or using the Services, you acknowledge that you have read, understood, and agreed to this disclaimer in full.