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Addition Wealth
For Addition Users
Financial Advisor 1:1s

Articles in this section

How do I reschedule or cancel a session?
What happens after a session with a financial advisor?
How do I confirm an upcoming session?
Does Addition offer estate-planning services?
Does Addition offer legal services?
Can advisors invest on our behalf?
Do you need to have a specific topic/event in mind during a 1:1?
What do I need to bring to my 1:1 session?
Do you get to pick the CFP you work with, and can you choose to work with the same one each time?
How many sessions can I schedule?

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Are one-on-ones with Financial Professionals free?

Amy Chou

Yes, every session is included in your employer-sponsored benefit and 100% free to you.

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