A Session With Me About Your Report Card

I am Brian Case, a Certified Financial Planner® and the CEO of Savology. In 30 minutes we walk through your grades together and pick the one or two things worth doing first.

Nothing is for sale in the session. No products, no pitch. If an advisor would help, I will tell you, and if the Savology app already covers it, I will show you where.

Brian

How to Get Your Session

  1. Earn 300 stars in the Savology app. You earn them for things like adding your phone number, verifying your email and finishing lessons.
  2. Redeem 300 stars for the session in the stars store.
  3. We email you a link to book a time right away.
Session with a CFP® professional, 300 stars

Go to the stars store

No Savology account yet? Start with your report card and you will start earning stars when you join.