FINANCIAL CONFIDENCE PROGRAM
WHAT IS THE FINANCIAL CONFIDENCE PROGRAM?
After delivery of a financial plan or after graduation from the Fresh Start Program, it may be helpful to continue working with a financial coach or planner. This will allow you to keep your financial plan up to date as the inevitable changes in life play out. It also allows access to a coach or planner who is already familiar with your financial situation and can provide help and advice on an as needed basis. We have three levels of support available.
GOLD Program
- Unlimited email support
- 20% Discount on a comprehensive financial plan
- Annual meeting for financial plan update - up to 1 hour financial planning support included (No Rollover)
- Monthly check-in meetings
- 8 hours per year of financial planning support
- Discounted hourly rate for special projects
SILVER Program
- Unlimited email support
- 15% Discount on a comprehensive financial plan
- Annual meeting for financial plan update - up to 1 hour financial planning support included (No rollover)
- Quarterly virtual check-in meetings
- 4 hours per year of financial planning support
- Discounted hourly rate for special projects
BRONZE Program
- Unlimited email support
- 10% Discount on a comprehensive financial plan
- Annual meeting for financial plan update - up to 1 hour financial planning support included (No rollover)
- 6 month virtual check-in meeting
- 2 hours per year of financial planning support
- Discounted hourly rate for special projects
THE PROCESS
Clients who have graduated from the Fresh Start Program, have completed a comprehensive financial plan or have committed to completing a comprehensive financial plan are eligible to join the Financial Confidence Program. You may leave the program or change service levels at any time with 30 days written notice.
