Sign Up

YOUR Plan Sign Up:

Engagement Process

  • Complete and submit the online request form below
  • Within -2- business days, you will receive an introductory call from a planner to review your profile
  • Complete and print Schedule A of the Consulting Profile form
  • Review agreements and disclosures
  • Mail Schedule A along with payment for planning services
  • Access is granted upon receipt of Schedule A along with payment of fees due
  • Participate in a scheduled phone review by a CFP®
  • Schedule annual review