Exam Follow Up
What to Expect
The journey to financial wellness doesn’t end with your Wallet Wellness Exam—it’s just the beginning. Our Financial Treatment Plan Follow-Up Appointment is an essential next step, designed to ensure you are on the right track and fully equipped to implement your personalized financial treatment plan. What to Expect: • During this follow-up of your Wallet Wellness Exam, we’ll review and discuss your comprehensive financial treatment plan. This is your opportunity to ask questions, clarify any doubts, and gain a deeper understanding of each recommendation and action item. • Sometimes financial treatment plans may not be a great fit. In this session, we’ll identify any challenges you’ve encountered in implementing your plan and provide practical solutions to overcome them. • Walkthrough of our client app and portal for continued support This follow-up appointment is a critical component of your financial health journey, providing you with continued support and guidance. Schedule your follow-up today to ensure you start achieving your financial goals.
Cancellation Policy
To receive a full refund to your original payment method, cancellations and reschedule requests must be submitted at least 7 days prior to your scheduled appointment. Once 7 days have passed from the time of booking, all services become non-refundable — this applies whether or not your appointment has taken place. Clients may reschedule up to 2 hours before their appointment time. Cancellations or no-shows occurring within 2 hours of a scheduled appointment will be subject to a $10 fee. This includes the FREE 15m Consultation. A card is required on file at the time of booking for the current appointment only. Payment information will not be stored or used for future transactions unless permitted by the client.
Contact Details
United States
+18334283057
support@incomecareunit.com