Frequently
Asked
Questions
WHAT DOES THE NAME UTHENTIC MEAN?
We chose Uthentic because it’s about you—the authentic you—not us. Many people today see money as the be-all and end-all. We view it as a means toward an end: your fulfillment.
DO I NEED A MINIMUM BALANCE OR KNOWLEDGE OF INVESTING?
No. You don’t need anything but an interest in taking a mindful approach to money. Our one-on-one coaching is highly personalized to suit your individual goals and situation.
WILL UTHENTIC WEALTH MANAGE MY MONEY?
Our goal is to empower you to steer your finances. Althought Uthentic Wealth's founder, Rob Souza, holds the Chartered Financial Analyst® (CFA) designation, we are NOT financial or investment advisors and do NOT manage your portfolio or recommend investments for you. Instead, we give you the knowledge you need and the educational tools to align your budgeting and investment strategy with your life goals.
WILL THIS COACHING BE HELPFUL IF I’M NOT GOING TO RETIRE FOR YEARS?
The saying “It’s never too early to work toward a goal” may sound like a cliché—but one thing we emphasize is the power of small changes multiplied over time. You may not be ready to purchase a home or switch career tracks, but we will help you identify and hasten the life changes you want to make.
WHAT IS A SESSION WITH UTHENTIC WEALTH LIKE?
Our courses are interactive and conversational. There are no tests, but there are a lot of questions. Our coaching is based on listening and engaging with you one-on-one via Zoom. Although the process is non-threatening, you will be challenged to explore your relationship with money and to pursue your goals.
AM I A FIT FOR UTHENTIC WEALTH’S FINANCIAL COACHING PRACTICE?
Are you looking to gain more knowledge and control of your financial situation or make big progress in your personal life? Are you a young professional who feels unfulfilled and unsatisfied? Have you done things “by the book,” gotten a proper education, work in a highly regarded profession, yet feel something is missing in your life? Do you lack balance in your life? Do you suffer from fear and anxiety or “analysis paralysis” when thinking about your financial future? Does the thought of managing your personal finances overwhelm you or cause you to procrastinate? Do you aspire to have a growth mindset, shed the limitations you’ve placed on yourself, and realize your goals? If you are ready for change, Uthentic Wealth might be right for you. We’ll guide you on a journey of self-realization. There is no baseline level of knowledge necessary, instead we want to meet you where you are in your journey and empower you to live authentically, actualize your unique dreams, and unlock your truly wealthy life.