How often can I meet with my financial planner?

Once you meet for an onboarding meeting, then an initial planning meeting, you will meet for semi-annual 1-hr meetings to check in and revise goals. If in between that time you need an additional check-in, you can book a 30 min focus topic meeting if needed. 

Your 30 min meetings are meant to be available as needed, but ideally you will not meet with your planner more than once between semi-annual meetings.

Semi-annual meetings are optional but highly recommended. If you would rather wait for an annual meeting, no problem to skip. Just mark your “book a semi-annual meeting” (or similarly titled) nudge complete and let your planner know in the messages section that you would like to hold off for now. 

Links to schedule these meetings will be provided by your planner via Knudge.