Madeleine Diana
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Recent activity by Madeleine Diana-
What happens to our access to Addition when our employment ends?
You will maintain access to your company specific account for three months after you leave your company. At that point, you will be switched to a limited version of the platform so you don’t lose i...
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Are you able to offer guidance/support for non-US citizens?
Yes, Addition currently supports users in the US, UK, Canada, Mexico, Brazil, France, Spain, Philippines, and India.
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What personal information do you share with our company or other vendors?
Addition does not share any individual-level data with your employer or 3rd party vendors. For account integrations, we leverage reputable 3rd parties to securely ingestyour information - you are w...
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Does Addition offer estate-planning services?
Addition doesn't prepare estate documents (wills, trusts) directly, but an advisor can walk you through what to consider — book a 1:1. We've also partnered with Trust & Will to make estate planning...
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Does Addition offer legal services?
No. If you need legal help, reach out and the team can recommend next steps if possible. We also recommend checking if your company has any legal benefits they offer to employees.
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Can advisors invest on our behalf?
No. Addition Advisors will provide unbiased guidance but they won’t invest your assets directly or sell you financial products.
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Do you need to have a specific topic/event in mind during a 1:1?
All topics are welcome — feel free to discuss any and all financial situations. You are welcome to schedule a 1:1 session even if you’re still figuring out what to ask.
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What do I need to bring to my 1:1 session?
No paperwork is required. However, if you have specific questions related to any accounts you are welcome to bring financial statements or documents to give your advisor context.
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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...
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How many sessions can I schedule?
Sessions are completely free and unlimited. Feel free to book whenever a new question comes up, or on a regular basis if you are working towards achieving a specific goal.