To get started, you'll take 5-minutes to answer some questions about your financial goals and only then pick the monthly plan that's best for you. Then you'll access your personalized dashboard and receive a custom welcome from your financial coach.

Within the first few days, you will receive three personalized, high-impact money tasks.

Your coach and their team will support you with completing your To Dos and answer any questions you may have along the way.

When you sign up, you'll also receive:

• Additional personalized money tasks created by your financial coach, based on the progress you've made
• Access to virtual office hours
• Access to new Learning Modules
• Monthly Money Challenges

All of our financial coaches are CFP® professionals, (which stands for Certified Financial Planners). This means that they have earned a certification that is the standard of excellence in financial planning. It typically takes 12-24 months of study and thousands of hours of experience to earn the CFP® certification.

Importantly, our financial coaches are also fiduciaries, which means that they are legally required to put your interests first (even above their own), so you know that you're getting trustworthy advice.

They also have extensive experience working with people just like you and are passionate about the potential for financial planning to help many more people. That's why they work for us - offering an affordable program designed to help you make meaningful progress on your goals.

If you're someone who wants to make the most of their money and achieve their goals, then this service will work for you.

We've created a simple process that matches you with a real-live expert and then coaches you to take action. We created the program with renowned behavioral experts and it's worked for thousands of people like you.

People love the advice that they get and that's why they recommend us to their friends and family.

And don't worry. If you find that something is not working out any time in the first 30 days, we'll give you your money back. After the first 30 days, you're month-to-month, so you are not locked in and can cancel at any time.

You can reach out to your coach and their team whenever you like. Just schedule a call or send them a text, email or in-app message. They will typically respond to messages within 24 hours.

All chat and text messages are included in both subscription plans.

If you've selected the "Talk and Message" plan, three (3) live 20-minute calls spread over the course of a year (typically one at the beginning, another a few months in, and another approaching 12 months) are included.

If you would like to talk to your coach via phone or video call, both "Message" and "Talk and Message" participants have the option to pay for additional calls at the following rates:

• $100 for a 20 minute call
• $150 for a 30 minute call
• $200 for a 40 minute call

If you've select the "Talk & Message" plan, it includes three (3) live 20-minute calls spread over the course of a year (typically one at the beginning, another a few months in, and another approaching 12 months).

If you would like to talk to your coach via phone or video call, both "Message" and "Talk & Message" participants have the option to pay for additional and/or longer calls at a rate of $50 for every 10 minutes.

While some people feel that talking with their coach is very productive, many people are also very successful with just messaging access.

We are solely focused on providing conflict-free advice. That means we do not promote products, we do not make money through partner referrals and we do not sell your data to third parties. We are solely compensated by the subscription fees that clients pay.

Clients stay with us and refer us to their friends because we focus on providing great personalized advice and supporting their progress. It's that simple.

We know that our service is great for nearly everyone but if it's not for you, no worries! We've got you covered.

If you're not totally satisfied with our service, just let us know within 30 days of signing up and we'll fully refund your first month's payment and cancel your subscription. No questions asked.

Since you're on a monthly subscription, you are not locked in and can cancel it at any time.