Financial Advisor 1:1s
- 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?
- 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?
- How do I share my documents with a financial advisor?
- Are one-on-ones with Financial Professionals free?
- Does Addition work with real financial advisors?