Can you explain what exactly I’m signing up for with Stash Management™?

Stash Management™ is a full-service wealth management offering available to clients once they have completed the Stash Plan®. It includes help with all things money, including your investments. In addition, it includes an annual update of your Stash Plan®, because life happens (new job, promotion, kids, etc.). You also have access to us and our team of experts who provide their services (estate planning, tax filing, protection strategies, small business legal support, etc.) at discounted rates for Stash Management™ clients.