Disclaimer
Last updated: January 3, 2026
Financial Education and Coaching Only
Bati Wealth provides financial education and coaching and does not provide individualized investment, tax, or legal advice.
Our services are designed to help you build healthy money habits, create budgets, save money, and develop financial literacy. We are not licensed financial advisors, registered investment advisors, tax professionals, or attorneys.
Not Investment Advice
We do not provide:
- Investment recommendations or stock picks
- Portfolio management services
- Securities trading advice
- Retirement planning with specific investment strategies
If you need investment advice, please consult with a licensed financial advisor or registered investment advisor.
Not Tax or Legal Advice
We do not provide:
- Tax preparation or tax planning services
- Legal advice or legal document preparation
- Estate planning advice
If you need tax or legal advice, please consult with a qualified tax professional or attorney.
No Guarantees
While we work to help you improve your financial situation, we cannot guarantee specific outcomes or results. Your financial success depends on many factors, including your personal circumstances, market conditions, and your commitment to implementing the strategies we discuss.
Your Responsibility
You are responsible for:
- Making your own financial decisions
- Verifying any information we provide
- Consulting with licensed professionals when appropriate
- Understanding the risks associated with any financial decisions
Limitation of Liability
Bati Wealth, its owners, employees, and affiliates are not liable for any financial losses, damages, or negative outcomes resulting from your use of our services or any decisions you make based on our coaching.
Questions
If you have questions about this disclaimer or whether our services are right for you, please contact us.