If I feel like I haven’t been fully utilizing my services, can I pause my subscription?

We don’t offer pauses. Our planning model is designed for an ongoing, long-term relationship.

We encourage members to think of the planning fee as annual value, not month-to-month or per-meeting. The real value comes from an ongoing strategic game plan and continued access to your planner over time, especially as life, taxes, and goals change.

If you’re feeling disconnected or not fully using the service right now, the best next step is to reach out directly to your planner to schedule a check-in and talk through your concerns and your plan.

If you ultimately decide we’re not the right fit, the option is to cancel. If you decide to rejoin in the future, prior discounts are not guaranteed upon rejoining.If you do want to cancel, please contact your planner directly, and they can help close things out.