The free assessment is a 15 minute phone conversation with a LearnVest expert. You'll get a chance to share what's on your mind and your plate financially, and you'll get to hear how LearnVest can help lighten that load. This phone call is hands down the best way to learn more about our planning program and which level is the right fit for you. So if you're intrigued, just go to this link and fill out the form you see there: https://www.learnvest.com/s/schedule-your-call/. Once you have done that, you can schedule a call with a financial expert right there using our online scheduling tool.
All you need to bring to the call is yourself. If you're wondering how to prepare, it's a good idea to mull over what worries you most about your finances (your anxieties) and what excites you most (your goals).
41 E 11th St. New York, NY 10003