Unlimited personal guidance on your money goals from a dedicated CERTIFIED FINANCIAL PLANNER™️ professional. Over the course of your 12 months together, a trained financial planner can help examine your money situation, uncover your biggest pain points, prioritize your goals, and work together on a realistic strategy for managing your money over the course of the next year. They can also be your partner in adjusting that strategy to life as it happens, with specific action steps and advice along the way.
What to expect
- You’ll tell us about yourself ahead of time so you can get the most out of every session
- Help managing your money over the course of 12 months with a CFP® pro
- Quarterly 30- to 45-minute phone calls
- A follow-up email after each call with personalized resources and next steps
- Unlimited email support so you ask questions and can get support as you need it
How it Works
Check your inbox for a link to book your call. You choose the best day and time for your schedule.
Fill out a quick pre-session questionnaire. Your coach will use it to prep for your call so the two of you can hit the ground running.
When it’s time for a call, your coach will call you on the phone. You can also email them anytime.
After each call, your coach will follow up with action steps, resources, and a link to schedule your next call.