FREQUENTLY ASKED QUESTIONS
Are you going to try to sell me something?
No. We are a fee-only financial professionals. That means we do not advertise for any products and we receive no commission or any other forms of compensation from resources we recommend. We act in our clients' best interests.
How is your pricing different from other financial coaches?
Our goal is to provide affordable financial guidance that you can trust. Most financial coaches require a lump sum payment in order to begin coaching, but Baoba uses a subscription model. We think you shouldn’t have to take a risk to start your financial journey. We also offer a 30-day money-back guarantee and you can cancel your subscription any time.
Who is the Proactive Tax Review for?
Just like you go to the doctor for your annual check-up, everyone can benefit from a regular financial check-up—and your taxes are a great place to start! Whether you feel confident about your money or have some questions, it’s always helpful to get advice from trusted professionals, like the experts here at Baoba. We’re here to help you stay prepared for whatever changes or surprises life might bring, so you can feel even more confident about your financial future.
Who needs financial coaching?
Studies show that less than a quarter of millennials show basic financial literacy and only 7% show a high level of knowledge. Few millennials have participated in some form of financial education. There's a lot to understand about your finances, but anything is possible with the right guidance. Baoba is here to help you join that 7% of millennials who are confident and informed about their finances.
What are the topics of guided exercises?
The topics of our guided exercises are personalized based on your goals and progress. Potential topics include: money beliefs and behaviors, good/bad money habits, mapping out the cost of your dream life, spending priorities, income management, debt management, savings goals and plans, investment, asset allocation, retirement strategy, tax planning, and estate startegy.
What’s the story behind the name of the company?
Baoba (or “baobab”) is a large tropical African tree that can live up to 3,000 years old. It stores water in its trunk and produces delicious fruits (also called monkey bread). We hope our company could be like the tree: strong, resilient, and nurturing – bringing benefits to the people and the ecosystem around it for today and the future.
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