We chose "Financial Butlers" to signify our commitment to a high-touch, personalized service. Like a traditional butler, we focus on understanding your needs, organizing your finances, teaching essential principles, and simplifying money management, all to help you achieve greater financial freedom. (Plus, the website domain was available and it's memorable!)

• Financial Butlers empowers working professionals with the financial knowledge and tools to gain greater clarity, control, and confidence over their personal finances, leading to financial freedom.

• Many lack fundamental financial education, feeling lost and overwhelmed by money management. Financial Butlers provides clarity and a clear path for working professionals to reduce financial stress and gain control.

• Start by scheduling a free consultation to understand our services.

• Our services are for working professionals motivated to enhance financial literacy and gain greater control to achieve personal goals. We also serve individuals, couples, businesses, organizations, universities, and public audiences.

• Our offerings are especially beneficial for young to middle-aged adults facing new financial stages, like increased income or major life transitions, who seek to secure their financial future.

• Note: The Butler Experience may not be ideal for retirees, individuals with over $5 million net worth, unemployed individuals without assets, or those below the poverty line

• Financial Butlers offers a distinct service. We do not manage or advise on investments or sell financial products like insurance or annuities, as these areas require specific licenses. However, we provide customized referrals to trusted professionals where needed.

• Our focus is on providing a "financial butler" service that prioritizes the organization and simplification of finances, often a vital first step before engaging a financial advisor or investment manager. We emphasize a high-touch, personalized, and judgment-free experience, operating on a time-bound, flat-fee basis, unlike traditional financial services with minimum net worth requirements or an asset management focus.

• We also provide essential financial education, simplifying complex ideas into actionable steps so you can make informed decisions. This helps you understand your income, expenses, and how to build daily systems to optimize your finances. Essentially, we equip you with the knowledge and tools to understand, manage, and optimize your money.

• Consider this: would you become a better cook by reading a cookbook and watching online videos, or by working directly with a chef in your kitchen? While online resources are helpful, they often lack the personalized guidance and accountability a coach provides.

• A skilled financial coach understands your unique situation, values, and goals, and develops a customized plan to achieve them. While some successfully navigate vast online content, many find it too general, impersonal, and struggle with lasting behavioral change.

We understand that strict, detailed budgeting often doesn't resonate with everyone and can lead to frustration and abandonment. Our approach prioritizes understanding your complete financial picture and habits to create a personalized plan that aligns with your lifestyle. This might involve adjusting spending, an accountability partner, or a simple tracking system. If you prefer managing numbers and detailed budgets, we can certainly incorporate those tools.

The key is an intentional, tailored strategy meeting your individual needs and preferences.

Absolutely. While money management is an integral part of life, financial decisions can be deeply emotional. Many ingrained habits stem from our upbringing, evoking feelings of guilt, shame, or inadequacy. While these feelings aren't your fault, taking responsibility for making positive changes is crucial. Together, we'll develop a plan that fosters confidence in your ability to understand and manage your finances.

• We offer a range of packages for various needs and budgets. Unlike traditional financial advisors, coaches, or consultants, our personal services are flat-fee and time-bound engagements, prided similarly to a therapist or personal trainer. Our offerings include:

  • The Butler Experience (1:1 Coaching): Up to 10 hours of personalized coaching, with packages starting at $1,000.

  • Financial Butlers Academy (Money Management Workshops): A course of approximately 10 live classes for as low as $250.

  • Butler Communities (Corporate Financial Education): Competitively priced to build organizational capacity in a scalable way without overburdening internal staff.

• Additional Offerings: Small group weekend retreats, add-on services, and a premium White-Glove Concierge Service are also available.

• All personal service offerings include a money-back guarantee. We also have a referral bonus program allowing you to earn income for successful client referrals.

Yes, we did! We want you to feel confident and satisfied with your journey to financial freedom. That's why we offer two powerful guarantees:

Satisfaction Guarantee (The Butler Experience & Financial Butlers Academy)

• If you're not satisfied with the core service upon its completion, simply notify us in writing within seven (7) days. We'll work with you to resolve your concerns, and if still unsatisfied after our efforts, we'll issue a full refund.

• This guarantee applies only to the core service and valid claims. It does not cover delays or issues caused by client-side factors (e.g., missed appointments, unresponsiveness, or changes in requirements after delivery).

Results-Based Guarantee (The Butler Experience)

• We are committed to helping you optimize your money for your goals. We are confident in our ability to identify opportunities that unlock more funds for your goals than what you pay us for the service. We'll diligently work to uncover savings, optimize your financial strategies, and create a clear path to your objectives.

• Note: Achieving financial results depends on collaborative effort and your commitment to implementing our recommendations. Market conditions can also influence outcomes. We will clearly outline how we aim to achieve this commitment and what you can expect during our initial consultation.

• For Existing Clients: Successfully refer a new client who completes The Butler Experience (1:1 Coaching) and receive a cash bonus equal to 5% of your original paid-in-full client fee.

• For Everyone Else: For every successful referral who completes The Butler Experience (1:1 Coaching), you'll receive a $50 flat fee.

• Note: This is a limited-time offer. New clients must confirm you as the referral source. Bonuses will be awarded via electronic payment, a gift card, or a charitable donation on behalf of Financial Butlers, at your discretion.

Absolutely. Your privacy is paramount.  We guarantee not to share any of your sensitive personal details without your explicit consent.