What if I want to cancel services?

We don’t have term contracts, so you’re free to cancel your membership at any time.

Our planning model is designed for a long-term relationship, and we encourage members to think about the fee as an annual value rather than month-to-month. The greatest value comes from having an ongoing strategic plan and continued access to your planner as life, taxes, and goals change.

Because of this structure, you may cancel and rejoin once, and any discounts applied previously are not guaranteed upon rejoining.

To cancel, please email your financial planner directly.