What is the 1st Year Urgency Incentive discount and who is eligible to receive it?
Financial planning is often important, but not urgent in most people’s lives. Like most non-urgent important matters, it can be postponed almost indefinitely. Our 1st Year Urgency Incentive adds a sense of urgency to an already important decision. When a First Year Client decides to engage in Comprehensive Planning and notifies us of this decision within a week of their Discovery Interview, we reduce the fee by 5% for individuals and 10% for couples.
