ClubOne Membership
For those who are not yet ready for a full ongoing Financial Planning engagement, our education- and question-based ClubOne is what you need.
Designed to make professional financial advice and coaching accessible to anyone, ClubOne gives you the tools to enable you to answer questions such as, "Where am I right now?", "Am I doing ok for where I'd like to be?", "What should I focus on next to reach my financial goals?"
By becoming a member of ClubOne, you'll get:
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Modern mobile app that allows you to track your financial vital signs and for you to share their monitoring with our CFP® professional
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Historical tracking of your financial progress through quarterly reports
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Financial hub to see all of your accounts
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Monthly members-only webinars to learn about finances, investing, behavior, strategies, best practices, inspirations, stories, and much more
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Monthly members-only office hours
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Quarterly review opportunities
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Discounts to 1-on-1 CFP® professional consulting and advising services
Financial Vital Signs
Your Financial Scorecard tracks specific vital health indicators. If warnings are caught early, it is much easier and less painful to make the necessary adjustments to avert future disasters.
Expertise When You Need It
As a ClubOne member, you have 15 minutes every calendar quarter to engage with a financial professional to review your unique situation*. For Pro members, you may also "rollover" your unused 15 minutes each quarter, saving it for a 30-minute review twice a year or a 1-hour review every year.
* Timeslots are based on availability. Please schedule early.
Monthly Members-Only Webinars
As we continue to partner on improving your financial health, we offer monthly webinars to go over topics including deeper dive into each financial health vital sign and what they may mean to you. These webinars help our ClubOne members to become more financially savvy, and they help to pull back and look at the big picture of your financial journey.
Purpose-Driven Finances.
Monthly Members-Only Office Hours
We offer monthly office hours for members where you can drop in and ask questions in a more intimate setting. Office hours do not count toward your 15-minute quarterly reviews. This is just another way for you to engage with us to make sure you're on the right track.
Email & Text Questions
Our ClubOne members can also send us emails and texts for support. As always, if the questions asked require deeper and more involved context, we will let you know and we can schedule a 1-on-1 review.
Discounts!
As a ClubOne member, you'll also receive discounted pricing to future services with Reach One Teach One Financial, potentially saving you hundreds or thousands of dollars. Services available to be discounted include:
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Hourly On-Demand Advice
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Holistic Financial Planning (Initial Plan Development)
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Member Pricing for Investment Management
Pricing
We've designed ClubOne to be accessible, affordable, and simple to understand.
Mobile App to your Financial Vital Signs
Access to CFP® Professional
Account Aggregation
Quarterly Progress Reports
Personalized
One-Page Plan
Monthly Members-Only Webinars
Monthly Members-Only Office Hours
$299 Setup Fee
Quarterly 15-min Advisor Review*
Rollover Unused Quarterly Reviews
Maximum Rolled-Over Minutes
Discounts for
Additional Services**
Wavied for New Members
* Based on availability
** For specific services
Privacy & Security
The ClubOne Program is offered by R1T1 Education LLC, a separate entity that is focused on providing our members financial education and knowledge. ClubOne subscriptions are securely made with credit cards or direct deposit.
Limited Time Only!
We want to manage the growth of the ClubOne program. We're only accepting 50 ClubOne members at this time, ensuring we're providing maximum value to our members. We'll be closing the membership signup once we reach this number. Pricing is not guaranteed when we re-open for our next cohort.
Have Questions?
Get in touch with us, or Chat Now with us.