Do you get to pick the CFP you work with, and can you choose to work with the same one each time?

You're matched with an available financial professional when you book — pick a time that works and we pair you with the right advisor for your location and session type. 

Want the same advisor again? Ask them for their direct booking link at the end of your session, or reply here and we'll get it for you. Every advisor is an independent CFP® acting as a fiduciary.