How do I book a 1:1 session?

Once you have created a login and can access the platform you will find a few different opportunities to schedule a 1:1 with a financial professional. 

The first is via the Financial Professionals tab (second tab in the menu on the lefthand side), you will also find the scheduling link on the homepage under Getting Started or on the bottom left of the menu on the lefthand side. 

Once you access the scheduling page, you can select your location, a 30 minute or 1 hour session and finally choose a date and time that works best for your schedule. You will receive a confirmation email and calendar invite shortly after scheduling.