As part of your benefit package, Crossover is making My Financial Coach (MFC) financial services available to your for the first year. MFC gives you access to your own Certified Financial Planner™ (CFP®), who educates and coaches you on how to make smart financial decisions. As part of the service you will also have an easy-to-use, web-based, comprehensive financial planning and account aggregation platform. If you continue this service after one year, you will only pay $50 per month.
Schedule some time to speak with a Financial Coach today to see if concierge employer benefits are right for you!