60 Days to a Real Plan
You don't need to be a “money person” to get your finances in order — you just need a plan and someone in your corner. Over the next 60 days, we'll help you go from scattered to sorted: one call, one mentor, one plan built around you.
THE PLAN
Your 60-Day Roadmap
Four tasks. Each one builds on the last. At the end? $250 for the first 20 members to complete their tasks between August 1st and September 30th.
Onboarding call
Start with a member of our team. We'll walk through your accounts and answer questions.
Connect accounts
Unlock all the most powerful parts of the Folio and actually see your full financial picture.
Mentor session
Build a real plan for your goals, no sales pitch - just honest support from any of our Mentors.
Attend a webinar
Wrap it up with some practical know-how through a live or on-demand webinar.
Your questions, answered
Does this cost anything to participate?
No. This is included as a benefit through your Fruition membership — no cost to you.
Is my financial data safe?
Yes. Accounts connect securely through Plaid, the same technology trusted by major banks and financial apps. We never store your passwords, and nothing on the platform can move or transfer money.
How do I get the $250 reward?
Just complete the four tasks within the time range (August 1 - September 30) and be one of the first 20 people to complete your tasks.
What if I don't complete all of the tasks?
A little birdie told us that if you complete your first two tasks, you'll get a prize too.
What if I have questions?
Shoot us an email at helpdesk@meetfruition.com. Our team is ready to help!
Does this cost anything to participate?
No. This is included as a benefit through your Fruition membership — no cost to you.
Is my financial data safe?
Yes. Accounts connect securely through Plaid, the same technology trusted by major banks and financial apps. We never store your passwords, and nothing on the platform can move or transfer money.
How do I get the $250 reward?
Just complete the four tasks within the time range (August 1 - September 30) and be one of the first 20 people to complete your tasks.
What if I don't complete all of the tasks?
A little birdie told us that if you complete your first two tasks, you'll get a prize too.
What if I have questions?
Shoot us an email at helpdesk@meetfruition.com. Our team is ready to help!
Grab some more insights on your schedule
See The Full Picture: Subscriptions & Recurring Transactions
Senior Product Manager Manal Patel walks you through one of Fruition's most powerful features: a complete, real-time view of every subscription and recurring expense you have, including the ones you've forgotten about.
See The Full Picture: Subscriptions & Recurring Transactions
Senior Product Manager Manal Patel walks you through one of Fruition's most powerful features: a complete, real-time view of every subscription and recurring expense you have, including the ones you've forgotten about.
Claiming Social Security: What Age Makes Sense?
Claiming early, claiming late, it can be very overwhelming to figure out when to choose to start claiming your Social Security benefits. Social Security expert Jeremy Ko gives some helpful pointers on how to make that choice.
Claiming Social Security: What Age Makes Sense?
Claiming early, claiming late, it can be very overwhelming to figure out when to choose to start claiming your Social Security benefits. Social Security expert Jeremy Ko gives some helpful pointers on how to make that choice.
How to Book a Mentor Session
Ready to get some financial guidance? Here's a step-by-step look at how to book a confidential, convenient Mentor session inside your Fruition account.
How to Book a Mentor Session
Ready to get some financial guidance? Here's a step-by-step look at how to book a confidential, convenient Mentor session inside your Fruition account.
Manage your Fruition Account Settings
Updating your settings and notification preferences is easy in your Fruition account settings.
Manage your Fruition Account Settings
Updating your settings and notification preferences is easy in your Fruition account settings.
What Should You Do With Your 401k When You Leave a Job?
Not sure what to do with your old 401(k) after leaving a job or if your plan gets terminated? Fruition's Director of Growth Maddie sits down with Director of Education Gilles Hudelot to break down your four options — and which ones to avoid.
What Should You Do With Your 401k When You Leave a Job?
Not sure what to do with your old 401(k) after leaving a job or if your plan gets terminated? Fruition's Director of Growth Maddie sits down with Director of Education Gilles Hudelot to break down your four options — and which ones to avoid.
❌ Don't Make These Social Security Mistakes
Social Security expert Jeremy Ko reveals the most common (and costly) mistakes people make when claiming benefits—especially when it comes to spousal benefits that many households completely miss.
❌ Don't Make These Social Security Mistakes
Social Security expert Jeremy Ko reveals the most common (and costly) mistakes people make when claiming benefits—especially when it comes to spousal benefits that many households completely miss.
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable
on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable
on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable on the Fruition mobile app. The promo code may expire or be deactivated at any time.
Pricing
Partners
© Copyright 2024. All Rights Reserved by Fruition.
* Discount offer cannot be combined with other offers. Valid for monthly or yearly plans. Redeemable on web checkout only; not redeemable on the Fruition mobile app. The promo code may expire or be deactivated at any time.