Connect with Your Consultant

In this video, I guide you through the final step of giving your consultant access to your financial data, which is essential for us to analyze and prepare for your wallet wellness exam. To do this, navigate to your settings, select members, and click on "give access to financial professionals." This will allow us to dive into your finances and create a tailored cash flow plan. I’m excited to showcase all the amazing ways we can improve your financial situation. Please make sure to complete this step so we can get started!