• Annual Renewal: Unlimited Access to a CFP® Pro
1:1 Session | 12 months

Annual Renewal: Unlimited Access to a CFP® Pro

  • $1,000.00

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.

What to expect

  • 12 more months with the same CFP® pro who knows you and your finances, to keep working toward your ever-changing money goals
  • Two 50-minute phone calls to be scheduled whenever you prefer within the year
  • A follow-up email after each call with personalized resources and next steps
  • Unlimited email support so you can ask questions and get support as you need it

How it Works

After you check out, book your session right from the confirmation page. 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 financial planner will call you on the phone. You can also email them anytime.

After your call, they will follow up with action steps, resources, and a link to schedule your next call.