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YOU'RE OFFICIALLY ENROLLED!
We’re so glad to have you in Smart Money Insights
Congratulations on taking this big step toward financial clarity and confidence!
Let's talk next steps:
01.
STEP ONE
Check Your Email
You’ll receive a welcome email shortly with your account details, access information, and important links. Be sure to check your inbox (and spam folder, just in case).
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02.
STEPÂ TWO
Complete Your Onboarding
Inside the welcome email, you’ll find instructions to share your bookkeeping setup and financial tools with us. This helps us tailor your custom chart of accounts and prepare your first review.
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03.
STEPÂ THREE
Get Ready for Your First Insights
Once onboarding is complete, we’ll schedule your first review and send you a personalized video + report with your “Top 3 Focus Areas.” You’ll have clear next steps for confident decision-making.
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Have a question?
We pride ourselves on providing quality and timely support to our students and clients. Please don't hesitate to reach out with questions. You can email us directly at [email protected].
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