Building a Stronger Financial Future for the Trades, Together.

Frequently Asked Questions

  • Are you affiliated with a bank or financial product?

    No, For the Trades Financial Wellness is not affiliated with any specific bank or financial product. We provide unbiased financial guidance and support to help you make informed decisions.

  • Do you push financial products, sell services, charge any fees or make affiliate commissions?

    We do not sell financial products or services. Our primary goal is to provide you with personalized financial coaching and educational resources. We do not charge any fees for our services and do not earn affiliate commissions.

  • Do you have an agenda with employee data?

    Absolutely not. We prioritize your privacy and security. We do not share your personal information with any third parties without your consent. Your data is used solely to provide you with personalized financial guidance and support.

  • Do you act in our students best interest?

    Absolutely, For the Trades Financial Wellness acts in the best interests of your students. As fiduciaries, our financial planners are legally obligated to provide objective advice and recommendations that prioritize your students financial well-being. We are committed to helping you make informed decisions and achieve your financial goals.