Congrats on all the hard work you put in this past year with your financial planner! The strategizing, the budgeting, the diligence. No, really — take a moment to celebrate this win (we’re doing a little dance over here for you, too).
With all this momentum, we’d love to see you keep going — now’s the time to renew your access (and save!). You’ll get another year of unlimited email support and two 50-minute phone calls with the same CFP® pro you’ve worked with so far. That way, you can keep working together on your money goals without missing a beat, adjusting that strategy to life as it happens, with specific action steps and advice along the way.
To purchase a 1:1 session or group workshop, you must be located in the United States, not including territories.