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Under: Welcome!
CORE Financial Plan
  • Anyone purchased the CORE Financial Plan? I am interested in hearing about your experience. Was it worth it?
  • I haven't purchased the CORE Financial Plan yet, but I plan on doing it once I get my credit card debt paid off to help align me with my goals for the future.

    I did, however, sign up for the basic Budgeting Plan, and I have to say that my Financial Advisor is excellent! She was super-friendly, and is continuing to be super-supportive as I hit bumps in the road, or just need some encouragement. I would highly recommend it if you can afford it.

    Also, LV has a mini-test that you can take that lets you know which plan is best for you based on what your financial needs are currently. I think it might be under the Plans section. You should check that out!

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