How to update my subscription from a monthly plan to an annual plan?

We understand that your financial needs and preferences may change over time, which is why we make it easy for you to switch from a monthly subscription to an annual membership plan whenever you'd like.

To make the switch, simply follow these steps:

1. Log in to your account and navigate to your account settings by selecting the gear icon in the right corner of your dashboard. 
2. Select Membership 
3. Choose the annual plan and confirm your selection.
4. Your account will be updated with the new annual plan, and your billing cycle will be adjusted accordingly.

Please note that when you switch to the annual plan, your new membership will begin immediately, and you will be charged the $99 annual fee. Any remaining time on your current monthly subscription will be prorated and credited towards your annual membership.

By switching to the annual plan, you'll start enjoying the benefits of a lower overall cost, as well as the 30% discount on premium services like consultations with Certified Financial Planner (CFP®) professionals and estate plans.