Plan
Best for individuals with debt and income greater than $80,000/year
$999 Onboarding Fee then
$200/month
Includes:
- ✓ Create a financial plan with a Certified
Financial Planner™ - ✓ 4 financial planning meetings per year
- ✓ Ongoing email, and phone support
- ✓ Organize finances
- ✓ Student loan management
- ✓ Debt reduction strategies
- ✓ Budgeting
- ✓ Save for financial goals
- ✓ No account minimums
- ✓ No sales or commissions