Mana Financial Life Design Social Media Disclosures and Terms of Use

Mana Financial Life Design, LLC (“Mana”) uses social media to share educational content and to inspire mindful decision-making around money. This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

Contact Us

We would love to hear from you! Please do not use social media to communicate with us about your account, and never share personal or account information through social media channels. If you have questions, want to discuss your account, or would like to discuss any content we post on social media, please click here to contact us.

Client Reviews and Testimonials

Mana collects client reviews through Wealthtender, an independent third-party review platform. Mana may share these reviews on its website and social media channels. Reviews are provided by current clients of Mana. Mana does not provide cash or non-cash compensation to clients for leaving reviews. Any material conflicts of interest on the part of a reviewer are disclosed alongside the individual review.

Client reviews reflect the experience of the individual client and may not be representative of the experience of other clients. Reviews are not a guarantee of future performance or success. Reviews featured on our website or social media may not represent all reviews Mana has received.

If you would like to share feedback about your experience with Mana, please use our Wealthtender profile rather than posting on social media.

Purpose of Information Provided

It is important to Mana that we protect the privacy of our clients and prospective clients and that we adhere to industry regulations and best practices as they pertain to the use of social media. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Mana, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another party’s informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

Mana may follow other users, share or provide hyperlinks to third-party content, or “like,” “favorite,” or “repost” third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, or individuals. Mana is not responsible for the content of other sites, including their correctness, accuracy, timeliness, reliability, or suitability. The inclusion of any link to such a site does not imply endorsement by Mana.

Mana is not affiliated with Instagram, Facebook, LinkedIn, X (formerly Twitter), or any other social media platform, and has no control over how these platforms use the information you share. If you participate in these or other social networking sites, you should be familiar with their respective privacy and security policies.

Postings by Others

Mana cannot control third-party posts on social media platforms that do not permit such posts to be blocked. Comments, reviews, or other content posted by third parties on social media or other websites do not reflect Mana’s views, have not been reviewed or approved by Mana for accuracy or completeness, and are not adopted or endorsed by Mana. As a matter of policy, Mana does not respond to, like, or share client reviews posted on platforms other than Wealthtender.

Who is Mana Financial Life Design?

Mana Financial Life Design, LLC is a Registered Investment Adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. The presence of this website and social media accounts shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Mana in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant to an applicable state exemption.