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Disclaimer

Last updated 2026-10-14.

Education, not advice

  • UpliftED Finance provides financial education. Nothing in the app, website, emails, or AI summaries is financial, tax, legal, or investment advice.
  • UpliftED Finance LLC is not a registered investment adviser, broker-dealer, tax preparer, or law firm.

Your decisions

  • Your financial situation is your own. Talk to a licensed professional before you invest, take on debt, or make a major money decision.
  • Examples, calculators, and projections in the app are illustrations. They do not predict or guarantee results.

AI summaries

  • If you allow it, OpenAI writes a summary from your assessment results. AI summaries are general and sometimes wrong.

Your wellbeing

  • The beliefs assessment explores how you think about money. It is not a psychological assessment, diagnosis, or therapy.
  • If money stress feels overwhelming, contact a licensed mental health professional. In the US, call or text 988 to reach the Suicide and Crisis Lifeline.

Contact

  • Questions? Email don@uplifted.finance.

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