Frequently Asked Questions
Is my financial information secure and private?
Yes. The financial numbers you enter into the AiLisia Wealth Assessment are private and belong to you. We do not sell, share, or use your financial data for any purpose other than delivering your personal assessment results. Your data is stored securely and never shared with third parties.
Is this financial advice?
No. The AiLisia Wealth Assessment is a proprietary calculation tool developed as part of The AiLisia Method™. It is designed to help you organize, calculate, and visualize your personal financial numbers in one place. It is not financial advice. Please consult a licensed financial professional before making any financial decisions.
Can I retake the assessment?
Yes. You can start a new assessment at any time from your dashboard. Your previous assessments are saved and accessible so you can track your progress over time.
What is a Financial Identity?
Your Financial Identity is your current stage on the Financial Operating Journey as defined by The AiLisia Method™. There are five identities: Foundation Builder, Stability Architect, Freedom Designer, Expansion Strategist, and Legacy Operator. Your identity is determined by the layers you complete in your assessment.
What is a Wealth Engine?
Your Wealth Engine is the investment portfolio required to sustainably produce the income needed to fund your lifestyle without earned income. Once your assets reach this level, that layer of your life can pay for itself.
How is this different from a financial advisor?
A financial advisor provides personalized financial planning and investment recommendations. The AiLisia Wealth Assessment is an educational calculation tool that helps you understand your numbers and identify your Financial Identity. It is not a substitute for professional financial advice. Think of it as the clarity you bring to your first conversation with a financial professional.
What is your refund policy?
All sales are final. The AiLisia Wealth Assessment is a digital product with lifetime access. Once access is granted, refunds are not available. All future updates to the app are included at no additional charge. For questions contact support@ailisialabs.com.