*This offer starts from the moment payment is taken and will extend for thirty days after the payment is made. All refunds will be processed within 2-3 business days after request.
Ask Your Financial Coach about Estate Planning and Trust Service Add-On
– Meet with your CFP® Financial Coach to get access to our SmartTech™ online platform powered by eMoney
– Assistance in gathering your financial data and linking your accounts
– Personal modeling and recommendations on Retirement, Cash Flow, Insurance, Taxes, Estate Planning, etc.
– Three initial meetings and then ongoing quarterly meetings
– Direct email access to your personal CFP® Financial Coach
– Add-On Option: Digitally based estate planning and trust services from Wealth.com includes last will & testament, revocable trust & pourover will, guardianship nomination, advance health care directive and more! Download PDF