How do I add on the financial planner?
Edited
To add-on the financial to your Carry plan, log into your account and click on the Plan tab. You will see the below screen with the option to upgrade to the Essential ($29/month) or Premium planner ($99/month).
Once you select which option you'd like to add on, upgrade with one-click.
Once you add the plan, you will be brought to this screen where you can complete the intake survey:
If you click on the chat icon at the top of your screen to message Caroline, your financial planner, you'll be directed to this screen to start a chat and ask any questions you may have.
You can cancel anytime by clicking your initials on the top right > settings > billing.