Building a Stronger Financial Future for the Trades, Together.
Frequently Asked Questions
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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.
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Do you push financial products, sell services, charge any fees or make affiliate commissions?
Our commitment is to provide you with unbiased financial coaching and educational materials. We do not sell financial products or earn commissions, ensuring our advice is always in your best interest.
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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.
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Do you act in our students & organizations best interest?
You can be confident that we will. Our primary commitment is to your students' financial well-being. We provide objective guidance and recommendations designed to help them make informed decisions and achieve their financial goals. Our focus is solely on their best interests.
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What qualifies For The Trades Financial Wellness to provide financial coaching and education?
For The Trades Financial Wellness was founded by a Certified Public Accountant (CPA) who also owns a successful financial advising business, CWR Capital Management, and has extensive experience in the financial industry. Our founder recognized a significant need within the trades community for accessible and understandable financial guidance, as many traditional financial advisors have account minimums that leave behind those who could benefit most from financial literacy and coaching.
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Why focus specifically on the trades community?
Our founder has a deep appreciation for the hard work and dedication of individuals in the trades. Recognizing that many in this community may not meet the asset minimums required by traditional financial advisors, the vision for For The Trades Financial Wellness was born. We are passionate about empowering the "little guy" – the individuals who build our communities – with the financial knowledge and support they deserve.
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Does having a CPA on staff mean you provide tax advice?
While our owner is a licensed CPA with a strong understanding of financial matters, including tax implications, the coaching and educational resources provided through For The Trades Financial Wellness are not intended as direct tax advice. We aim to provide general financial education to help you make informed decisions. For specific tax advice, we always recommend consulting directly with a qualified tax professional.
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Does your owner's financial advising business influence the advice given at For The Trades Financial Wellness?
No. For The Trades Financial Wellness operates independently with a distinct mission: to provide accessible financial coaching and education without selling financial products or earning commissions. Our owner's experience as a CPA and financial advisor at CWR Capital Management provides a strong foundation of knowledge and expertise, but our focus here is purely on education and empowerment for the trades community.
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If your owner is a financial advisor, why not just offer those services to the trades community?
Our founder recognized that many individuals in the trades community need foundational financial knowledge and guidance before they may be ready for or require the services of a traditional financial advisor with account minimums. For The Trades Financial Wellness aims to bridge that gap by providing accessible support and education to help individuals build their financial footing and potentially become clients of traditional advisory services in the future if their needs evolve. Our mission is to serve those who are often underserved by the traditional financial industry.
