Our Premium plan provides customers with unlimited access to our CFP® professionals, via phone and email financial guidance with life events. They also receive unlimited access to licensed financial experts through mobile messaging.
Our Digital plan provides customers with access to our Customer Support team (see contact us) as well as access to licensed advisors through mobile messaging. This option does not include phone or email conversations with our licensed financial experts.
We believe our Premium plan is helpful for people going through life events:
- Getting married? Speak to our CFP® professionals to make sure your goals are aligned, decide how to combine your money, set financial boundaries, and decide how to allocate your money across your retirement plans.
- Having a child? Speak to our CFP® professionals to help learn how to properly save for college, prioritize family goals, select life insurance, and discuss your estate plan.
- Managing equity-based compensation? Speak with our CFP® professionals to better understand your plan, walk through possible tax implications, and manage the potential risks.
- Retiring? Speak to our CFP® professionals to better plan for your transition from saving to spending, and create a tax-smart withdrawal strategy.