Someone to give you guidance & accountability!
Your assigned Financial Consultant assesses your financial situation, helps you identify goals and develops an individualized strategy to help you achieve them. Each year members get three FREE 30-minute consultations via phone, in-person, or video-chat. Limit one free consultation per month. Members can schedule longer or more meetings, anytime, for just $40 an hour. Our staff is very knowledgeable, very discrete and very understanding of everyone's financial situation. We pride ourselves on empowering and supporting each and every member.