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What does Tailor Made Financial do?
Answer :
We provide financial education, strategy sessions, and digital tools designed to help you plan, pursue, and protect your financial well-being. We focus on clarity, structure, and decision-making—not selling products blindly.
Are you a financial advisor?
Answer :
No. We do not provide investment management, trading services, or personalized investment advice. Our work focuses on education, planning strategy, financial organization, and protection concepts.
Who is this best for?
Answer :
People who want structure, intentional planning, long-term thinking, and clarity over chaos.
What types of products do you offer?
Answer :
We offer digital templates and calculators, educational guides and workbooks, strategy sessions, and lifestyle merchandise.
Do you offer 1-on-1 sessions?
Answer :
Yes. Strategy sessions are available by appointment and focus on planning clarity, financial organization, and next steps.
Do you manage money or investments?
Answer :
No. We do not manage assets, place trades, or custody funds.
Is this regulated financial advice?
Answer :
No. Our services are educational and strategic in nature. Tailor Made Financial does not provide personalized investment advice, portfolio management, or trading recommendations. Any insurance-related services are handled separately and disclosed clearly when applicable.
Do you offer tax or legal advice?
Answer :
No. We do not offer investment advisory, tax, or legal advice. Clients should consult licensed professionals for those services.
How do I receive my order?
Answer :
Digital Tools: Your download link is delivered immediately via email after purchase. You can also access files via the My Downloads page.
Apparel: Your items will be shipped via standard carrier. You will receive a tracking number via email once your order ships.
What if I don't receive my download email?
Answer :
First, check your spam/junk folder. You can also access your files immediately by visiting the My Downloads page. If you still cannot access them, email us at hello@tailormadeplan.com with your name and order number.
Do you offer refunds or exchanges?
Answer :
Digital Products: Due to the nature of instant downloads, all sales are final. However, if you have technical issues with a file, please email us at hello@tailormadeplan.com with your name and order number.
Apparel: We accept returns or exchanges on unworn, unwashed items within 30 days of delivery. Read our full Refund Policy here.
How do I check my order status?
Answer :
Digital Tools: Visit the My Downloads page to verify your access.
Apparel: Use the tracking number provided in your shipping confirmation email.
What are the shipping charges?
Answer :
Digital Tools: Free (Instant Delivery).
Apparel: Shipping rates are calculated at checkout based on your location and order size.
How do I get started?
Answer :
Start with a strategy session or explore our digital tools to build clarity on your own timeline.
Where can I find your tools?
Answer :
All products and sessions are available directly through our website shop.
