Perhaps a "one shot access pass" or something that lets you in for a few months while you do financial planning may be useful.
It might also be a good opportunity to check back in with people later (say in 12 months time) and get them to sign up again, if you can provide them with valuable insights and help them stick to their plan
Perhaps a "one shot access pass" or something that lets you in for a few months while you do financial planning may be useful.
It might also be a good opportunity to check back in with people later (say in 12 months time) and get them to sign up again, if you can provide them with valuable insights and help them stick to their plan