Have a few money questions on your mind? Maybe you’re wondering how to build your emergency fund, prioritize your financial goals, or choose a retirement account — and 30 Minutes with a CFP® Pro just won’t cut it.
In this session, you’ll spend a full hour with a financial planner, going over your finances and getting personalized answers on your choice of three or four topics. You’ll leave with recommended next steps for you, wherever you are on your financial journey.
To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.