Our Privacy Notice explains how we collect, use, disclose and protect personal information about you in connection with your use of our website, our social media pages, or any of the services we offer. Last updated October 28, 2016.View Privacy Notice
Legally known as the Form ADV Part 2A and 2B, these brochures are provided to all investment advisory clients and describe the types of advisory services we offer, our fees, potential conflicts of interest, and other important information about us and our financial planners.
If you purchase an investment advisory service from us—Financial Appointments, Financial Checkups, or Financial core classes or events—you agree to the terms of this contract, which details the length and scope of your investment advisory relationship with us.
If taking on a car payment is not part of your plan, Grownups, check out all the options the Frugalwoods suggest for a car-free lifestyle.