Congrats on all the hard work you put into your Full Financial Planning Package! You’re that much closer to reaching your financial goals, so take a moment to celebrate this win.
That said, we know that things happen, and a lot can change in a short amount of time — from your job to your living situation to your family plans. Whatever’s changed in your life, let’s make sure that your financial plan is still working for you. You’ll get two 50-minute phone calls and unlimited email access to your financial planner for a year — so you can make updates to your plan, ask questions, and get support wherever you need it.
To purchase a 1:1 session or group workshop, you must be located in the United States, not including territories.