PREMIUM

Premium: Personalized 1:1 Guidance

Led personally by Erin, a CFP® professional.

Get 1:1 with Erin to create your family's complete planning system. Perfect for complex situations seeking expert facilitation.

Contact for Pricing

What's Included

Everything in Guided

5 private 1:1 sessions with Erin (structured inventory + family coordination, plus 3 flexible)

Custom Go Folder review & build-out

Personalized family roadmap

Document review & feedback

Direct text/email access between sessions

Priority scheduling

Implementation support until your plan is in place

You have a complex family situation requiring personalized guidance

You want direct access to expert support throughout the process

You need help facilitating difficult family conversations

Let's discuss your unique situation and how I can help your family.