Disclaimer

Last updated: August 31, 2026

Educational purpose

The 72 Project LLC provides financial education and coaching. My sessions, materials, and conversations are educational in nature and are intended to help you build general knowledge and confidence about personal finance.

I do not provide individualized investment advice, tax advice, legal advice, or financial planning services. Nothing shared in a session, in the Smart Money Starter Kit, or on this website should be understood as a recommendation to buy, sell, or hold any particular security, product, or investment.

Not a fiduciary or advisory relationship

The 72 Project LLC is not a registered investment adviser, broker-dealer, certified public accountant, or law firm. Working with The 72 Project does not create a fiduciary, advisory, or attorney-client relationship.

Erin Trella holds the Accredited Financial Counselor (AFC®) designation issued by AFCPE®. This designation reflects training in financial counseling and education. It does not authorize the provision of investment advice.

No products, no commissions

The 72 Project does not sell financial products and does not receive commissions, referral fees, or compensation from any financial institution or third party. My only compensation comes directly from the people I work with.

Your decisions are your own

Any financial decision you make is your own. Before acting on anything you learn, consider consulting a licensed professional who can evaluate your specific circumstances.

Illustrations and examples

Examples used in my sessions and materials, including the Rule of 72 and compound growth illustrations, are simplified for teaching purposes. They are hypothetical, do not reflect any actual investment, do not account for fees or taxes, and are not a prediction or guarantee of future results. Past performance does not indicate future results. All investing involves risk, including the possible loss of principal.

Third-party resources

I sometimes link to outside articles, calculators, and tools for convenience. I do not control them and do not endorse any specific product or provider.

No guarantee of outcome

I cannot and do not guarantee any particular financial result from working with The 72 Project.

Contact

The 72 Project LLC, Deerfield, IL, erin@the72project.com