Once you choose your financial planning topic, you’ll be prompted to pay for your session during the booking process via debit or credit card. That is the only fee you’ll pay, there’s never any additional fees or hidden charges.
At the conclusion of our engagement, we’ll provide you with Action Items, most of which will require some level of change to how you’ve been doing things. It’s no secret that change is difficult and we’ve found that it often works best to start with incremental changes, tackling one topic at a time, maybe one per year or every few months. However, if you’re ready to make a big leap and a few of these topics are resonating with you, we’re happy to discuss the options available to you to address multiple topics at once. To learn more, schedule a call HERE or contact us at [email protected].
24-48 hours after your session is booked, our team will send you a custom checklist of documents we need you to upload to our secure portal to start preparing things on our end. We generally ask that those documents are uploaded at least days prior to our session in order to ensure we can provide the most value. If you have any questions, you’re always welcome to contact us.
Once your documents are submitted, our planners go to work building your plan. At any point leading up to the session, if you need to reschedule, you can do so using the link in our meeting invite or in the reminder emails or by contacting us. If you need to cancel our session, we are happy to provide a full refund if cancelled before your documents are submitted and a 50% refund if cancelled after your documents are submitted.
We love catching up clients we’ve helped in the past, celebrating your wins, and updating strategies. If you’d like to book a review session to revisit a topic we’ve covered in the past, you can do so by clicking here.
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