Have a question, want to book a seminar, or interested in one-on-one guided learning or business setup help? Send a message and Lee will get back to you. Please don’t send account numbers, passwords, or Social Security numbers. We will never ask for them.
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Quick answers about how Next Up Money works.
No. Next Up Money is financial education only. We teach how accounts, investing, and retirement work so you can make your own decisions. We don’t recommend specific investments, review portfolios, or manage money. For advice on your situation, talk with a licensed financial, tax, or legal professional.
Never. In our classes you fill out your own forms on your own device. No one from Next Up Money will ever DM you about an investment opportunity or ask for your login, passwords, account numbers, private keys, or seed phrases. If someone does, it’s a scam.
Yes. Lee speaks at churches, workplaces, schools, and community groups on investing basics, retirement readiness, opening your first account, and spotting financial scams. Send a message with your date and group size.
Yes. If you’re starting a side hustle or small business, we’ll walk you through forming an LLC step by step so you understand what you’re setting up. This is education and guidance, not legal or tax advice.
