FAQ - Clientele
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What kind of clients do you work with?
→ Institutions, Organizations, Individuals, Investors (Equities, Real Estate), Investment Groups, Entrepreneurs, Nonprofit Founders, and Small Businesses seeking strategic financial clarity, investment direction, an/or market insights.
Are the services offered for me?
This Is For You If...
✅ You want a market-savvy investment strategist, not a cookie-cutter financial coach.
✅ You’re a nonprofit founder or board leader who wants strategic finance clarity.
✅ You’re a startup or small business seeking investor-readiness, financial insights, or high-level cash flow strategy.
✅ You’re exploring real estate, market research, or expansion — and want to do it smart.
✅ You value straight talk, clear tools, and real strategy.
This is not for you if....
❌ You need detailed tax filing, legal entity setup, or licensed financial planning.
❌ You’re looking for budgeting or credit repair coaching (I’ll refer you to partners).
❌ You prefer free resources over expert guidance.
❌You’re not ready to act on strategic recommendations.
FAQ - Strategy & Services
Frequently Asked Questions
Do you offer group consulting or workshops?
→ Yes. These are scheduled in advance or by request — contact me for speaking availability or pricing.
Do you manage money or offer investment advice?
→ No. we offer research-based education, strategy, and insight with real world application. We do not manage portfolios or offer regulated investment advice.
What's the difference between personal finance consulting and investment strategy sessions?
→ Personal finance covers budgeting, saving, or debt — most of which we now refer to a certified and trusted partner. Investment strategy focuses on market trends, research tools, and strategic positioning.
What else is offered besides consulting?
Monthly Newsletter available to site members with wealth building insights. We don't spam only send what we think is helpful.
Templates, dashboards, or tools — some are free, others are included in consulting sessions or available for purchase/download.
Proprietary research tools and use external data platforms (like Tradingview, Polygon.io and ChartMill) to enhance our analysis. Available to site members only.
FAQ - Booking & Process
Frequently Asked Questions
How do I book a session?
→ Use the [booking link] to schedule and pay for your session. You’ll get a confirmation email and any prep questions you need to answer beforehand.
What happens after I book?
→ You’ll receive a Zoom link and session guide. After our call, you’ll get a summary (if applicable), resources, or follow-up links.
Can I reschedule?
→ Yes — up to 24 hours in advance via your confirmation email.
Do you offer refunds?
→ All sessions are final sale. Rescheduling is available; no-shows are not refunded.
FAQ - Boundaries & Scope
Frequently Asked Questions
Do you offer tax or legal advice?
→ No. we may refer you to trusted professionals for tax, legal, or estate guidance.
What if I’m looking for funding or an investor?
→ We do not provide direct capital. However, we can help you build your investor readiness, pitch, or financial clarity to increase your chances
We can also place you in front of angel investors.
Can you help with nonprofit finance or board training?
→ Yes. we provide fractional CFO-level support for nonprofits, including treasury setup, board engagement, and filings.
Smart financial decisions
start with better insight.
Book a free strategy call and leave with clarity on where you are, what matters most, and your best next move.
Financial strategy, investor insight, and financial education for individuals and organizations ready to build lasting wealth.
© 2026 Biddles Group · 15900 W. 10 Mile Rd Ste 211, Southfield, MI 48067 · (866) 658-6244
info@biddlesgroup.com
Disclaimer: Biddles Group provides financial education, research, and consulting services. We do not manage assets or provide individualized investment advice. Biddles Group supports and collaborates with nationally recognized financial education organizations, including the National Financial Educators Council (NFEC), the Michigan Financial Educators Council (MFEC), and Mike Pair Money to advance financial literacy initiatives and community education.