No Products or Sales. Just Advice!
What you get
Your financial questions, answered. A 30-minute phone call with a planning expert. You set the agenda. No products. No sales. Just advice.
How to get started
Click "Schedule & Pay". Choose your date and time. Your assigned expert will do their best to meet your scheduling needs. Please note, your time is not guaranteed until your meeting is confirmed.
Your credit card information will be stored securely (via stripe) but your card will not be charged at this time. Your payment processes after your appointment, once you confirm you are fully satisfied with the information you received.
- You will receive a confirmation email to confirm your date, time, and state of residence.
- Booking times are central time zone.
- We schedule an hour to allow time but please anticipate a 30-minute conversation.