Everything You Need to Know About Our Premium Plan

Managing money isn’t always easy. Luckily, there are a wealth of resources available for you and professionals, such as Certified Financial Planners (CFP) who are pros at helping you design the best strategy for your money.

CFP’s work with you on everything from setting up a budget, to building a roadmap that sets up achievable milestones. They have a fiduciary duty to make decisions in your best interest. Most people meet with their CFP once a month to have an honest conversation about finances and ensure that they are supported. Of course, each CFP has their own way of delivering service to their clients. The most important thing is to find someone that you’re comfortable with and trust with because you’re going to share a lot with them.

Our money coach Anna Paul, Certified Financial Planner, CFP ® works in partnership with our mobile app to provide you step-by-step instructions for how to navigate your finances. At your first meeting with Anna, she will get to know you and your finances and co-design any plan that makes sense for you. She is also available via text message for any questions that may come up in between your 1-1 meeting.

Typically, CFP’s cost more than $100 a month. This pricing can be prohibitive. We’ve placed Premium at $35 a month which is a smart investment in yourself! Don’t just take it from us. Here’s what a few of our members have had to say:

Snowball Wealth has empowered me to take my financial goals to the next level! Having a dedicated community for support, monthly calls with a money coach, and access to financial education helped me save $20K in less than a year. - Bianca G.

I want to say thank you to Snowball Wealth for having a genuine interest in my financial progress! Snowball helped me understand where in my financial journey I stood, and what action steps I needed to take to get to where I needed to be. - Gloria A.

Start your free trial of our Premium program today!