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Budgeting Plan features
A BUDGETING PLAN
A budget breakdown based on your lifestyle and needs
An assessment of whether your current spending patterns are holding you back from reaching important goals
A customized to-do list of how to improve all of your financial red-flags
A DIAGNOSTIC PHONE ConsultationWith a Budgeting Plan you'll have the chance to talk one-on-one with a Certified Financial Planner™ and discuss your financial goals and any challenges you face in sticking to a budget.< back to intro
3 Months of Unlimited Email SupportOnce your Budgeting Plan is complete, the real work begins as you stick to your plan! To help you stay on track, answer questions and provide support, your expert is available to you for three months of unlimited email support.
Core Plan features
A Core Financial Plan
A personal breakdown of how to prioritize your savings based on your current financial starting point
A customized to-do list of steps to take to achieve a strong financial foundation
Phone Calls With Your LearnVest ExpertYour Core Financial Plan includes two phone calls with your dedicated expert, a diagnostic phone consultation and one phone check-in.
6 Months of Unlimited Email SupportYou’ll have unlimited email access to your expert if you have any questions, need support or experience any major financial changes during your six-month membership.< back to intro
6 Months Access to Our Complete Suite of Online CoursesIncludes access to LearnVest Courses, which delve into the essentials of personal finance: building an emergency fund, saving for retirement and planning for the future.
Complete Financial Plan features
A Complete Financial Plan
An assessment of your progress to date on your financial foundation, debt-repayment, emergency savings and retirement planning
A customized list of how to prioritize more complex financial goals, from buying or selling your first home to college savings to investing smartly
Phone Calls With Your LearnVest ExpertYour Complete Financial Plan includes four phone calls with your dedicated expert, a diagnostic phone consultation and three phone check-ins.
1 Year of Unlimited Email SupportIf you have any questions at all, need support, or if there’s a change in your finances, you'll unlimited email access to your financial expert throughout the year.< back to intro
1 Year Access to Our Complete Suite of Online CoursesYour financial transformation doesn’t stop with your Financial Plan. In addition, you’ll have access to a suite of on-demand LearnVest Courses.
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