Frequently Asked Questions

Yes. We understand that circumstances change and that the most appropriate planning tier for your situation may change as well. If you feel you need to change your planning tier, please reach out to your Plandeavor advisor.

No. Our three planning tiers are designed to get you to a place where such intensive planning is not necessary. When you reach this point, you will be graduated to our Alumni planning tier and we will reduce our meetings to a single review meeting annually.