Frequently Asked Questions

FAQ

Frequently Asked 

Questions

Are you a Financial Advisor?


No, I’m a budget consultant. My goal is to craft a personal plan that helps manage your expenses, puts you on a path to saving for a rainy day, and paying down debt.




Will you ask for my account information?


No, at no point will I ask you to share any of your personal information. It’s not needed to create your plan!




Will you be sharing my budgeting/income information with other parties?


No, we understand the importance of privacy and will keep everything you tell us confidential.




How long does this take?


Within three months, if you follow your plan, you should be able to see a difference in your financial health, after a year, you should be world’s away from where you started.





Find answers to many of Step Forward's services offered to residents of Cuyahoga County