LearnVest offers customized programs, so it can be a good option for many people. But there are a few circumstances under which our services are unavailable or not an ideal fit. These include:
- If you reside outside of the United States
- If you are seeking advice relating to assets or accounts outside of the U.S.
- If you are self-employed and seeking business advice (although we can certainly still help with your personal finances!)
- If you are in collections and/or your minimum credit card payments exceed your income
- If you are in bankruptcy or considering bankruptcy
- If you have no household income
- If you are trying to “beat the market”
- If you are seeking a service provider to manage your money or take assets under management
There are exceptions to some of these circumstances, so please contact us if you have any questions! And you can always use our free tools until you are in a position to benefit from our services.