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)