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.
