Starting a Debt Management & Budget Planning business(Part-Time)?

I have done some research and I’m not going to do anything with credit cards. Just help them in budget and what they should pay first. Doing just this I won’t need to be license, but my concern is not over stepping this.

Say if I give a couple a budget to follow and now they are out of debt and want to invest in savings or retirement. I only would tell them my option on the companies and let them make the company and investment direction. This wouldn’t put me at legal risk?

I thought about just typing something myself or going to legal zoom. Do you think it would be best to talk to a lawyer? Also would I be best to get an LLC?

Any help would be great!!

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