A WealthMore wealth planning session is a focused, 60-minute one-on-one meeting with a WealthMore advisor. It’s designed to help you gain clarity on your finances, make confident decisions, and create actionable next steps — all without product sales or hidden fees.

A free Intro Call is a brief 15–30 minute conversation designed to welcome you, answer basic questions, and introduce you to WealthMore.

A Wealth Plan Session, on the other hand:

• Lasts a full 60 minutes

• Provides deep, actionable guidance tailored to your financial goals

• Gives you a personalized next-step plan you can implement immediately

• Can be applied toward upgrading to Invest+ or Premium Advice+

Think of it as the difference between a first hello and a full strategy session with an advisor focused entirely on your needs.Item description

• Feeling overwhelmed by finances?

• Not sure if your plan is on track?

• Want unbiased guidance tailored to you?

WealthMore Wealth Planning Sessions provide actionable advice in just 60 minutes. Our advisors are fiduciaries — meaning they act in your best interest, always.

• Choose Your Advisor – Pick the WealthMore advisor who matches your needs and goals.

• Book Your Session – Schedule a time that fits your calendar. Payments are simple and secure via Stripe.

• Get Expert Guidance – Walk away with clarity, actionable steps, and confidence in your next move.

All WealthMore advisors are fiduciaries, meaning they act in your best interest. They have experience across retirement, cash flow management, tax strategies, and more. You’ll see their specialties and “best for” bullets so you can choose the right advisor for your goals.

Each session is $199 for 60 minutes. Payment is collected securely via Stripe before your session.

If you upgrade to Invest+ or Premium Advice+ within 7 days, you will receive a special promo code from your wealth advisor to enjoy the First 2 Months Free.

Simply pick your preferred advisor from the advisor page, complete your secure payment, and choose a time that works for you.

On the payment confirmation page, you will see your advisor’s calendar to schedule a session.

Once confirmed, you’ll receive a calendar invite and instructions for your session.

Your advisor will focus on your financial questions and goals. You’ll leave with:

• Clear understanding of your current financial situation

• Actionable next steps

• Guidance tailored to your priorities

This is an advice-only session; implementation support is available through our Premium Plans.

Absolutely. You can book additional sessions if you need ongoing guidance, or consider upgrading to Invest+ or Premium Advice+ for continuous advisor support.

You can cancel or reschedule up to 24 hours before your session through your calendar invite. Full payment is required to secure the session, and refunds may be considered on a case-by-case basis.

Yes! Wealth Sessions are perfect for any stage — whether you’re just starting to invest, planning for college, or preparing for retirement. Your advisor will tailor guidance to your unique situation.Item description

Absolutely. All payments go through Stripe’s secure platform, and your advisor interactions are confidential. We take privacy and compliance seriously.Item description

Unlike marketplaces, WealthMore advisors are part of our curated, in-house team. That means:

• Consistent, high-quality experience

• Integrated with our community and premium planning tools

• Ability to move seamlessly from advice to implementation through our membership plansItem description