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
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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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AIO Financial, 520-325-0769