Skip to main content

Submit a request
Sign in

Sign in
Submit a request

Addition Wealth
For Addition Users
Financial Advisor 1:1s

Articles in this section

Does Addition offer estate-planning services?
Is tax assistance available?
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?
How do I book a 1:1 session?
Will my employer know what I talked about during my one-on-one with a Financial Professional?

See more

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.

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Related articles

Finding your equity grant information in Shareworks
How do I sign up my company for Addition?
Does Addition work with real financial advisors?
What happens if I need to cancel my one-on-one consultation?

Comments

0 comments

Article is closed for comments.

Addition Wealth