AIO Financial Planning Groups consist of 10-20 people who want to get organized, set goals, make a plan, and move forward towards those goals.

The cost is $50 per month to be part of a group.  It includes: access to a facebook group where an advisor will assist with questions and group members can support each other.

  • access to a facebook group where an advisor will assist with questions and group members can support each other
  • bi-weekly webinars for your group to tackle individual issues and checkin on progress
  • worksheets and information sheets about various financial topics
  • step by step guidance on financial issues

Facebook group

Bi-weekly Webinars

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Forms and Worksheets

Guidance

Join Now

 

AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

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