Hooray, we’re so excited to work with you! You'll be receiving the following emails in the next 1-2 days (May take an extra day if you joined on a weekend): 1. Financial Planning agreement to review and sign 2. Invitation to set up your Financial Portal & other tech platforms 3. More detailed welcome email with instructions on how to set everything up Let's make some serious financial progress together! (also yay for adorable excited baby pandas)