This is course is designed for people who want to take a closer look at their cash flow and set goals.
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Frequently Asked Questions!
Q: How much is the course?
A: The course is $400. It includes a three-part series, tools and resources, and a 1x1 session with a CFP® Professional. Quarterly reviews are optional and an additional cost, $120 to $180 per session.
Q: Is the course completely online?
A: The course is a hybrid approach. It includes a three-part series that guides your cash flow planning journey. At the end of the online portion, you can schedule "live" time with us to review your plan and ask questions.
Q: Do I have to complete the course in a certain amount of time?
A: No, the course is at your own pace. However, we may give a gentle nudge to help keep you on track!
Q: Who can I go to for questions about the course?
A: Shoot us a note by email! (All contact information will be provided after enrolling in the class.) We will respond to your questions ASAP, but please allow for 24 hours.
Q: Am I too young/old to take this course?
A: No way! Planning is your journey no matter when you start! The earlier the better, but you are NEVER too late!
Q: What is your cancellation policy?
A: The fee is nonrefundable. Please review the course objectives carefully to see if this course is right for you. We believe the value from this course is two-pronged: 1) complete at your own pace, and 2) meet with a real life financial planner to ask questions and have dialogue about your personal plan.
Q: How do I prepare for the course?
A: The course will take you through preparation details and let you know what information is needed from you. We got you!
