Join the IA Community

We look forward to welcoming you to the IA Community! Please complete the three-step process below to join. All together should take less than five minutes.  

A few short, fun questions. Takes about 60 seconds.

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Step Two: 
Set up recurring monthly auto-pay*

During checkout, note that the community is entirely virtual and nothing will be shipped to you. 

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$47 monthly / auto-renew

Step Three: 
Request to join the dedicated social network*

Takes less than 30 seconds. 

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*Note that: 

  • If you don't meet the criteria for membership (e.g. you are a vendor, consultant, wholesaler etc.), your membership may not be approved. If that happens, your recurring payment will be cancelled and you will forfeit the first month's payment. 

  • If you're unsure if you qualify for membership (e.g. you are not a current or aspiring financial adviser or financial planner), schedule an intro call with Kate Holmes here.

  • Membership is $47/m and must be set up on recurring monthly auto-pay.

  • You must complete both the membership questionnaire and payment to be invited into the community.

  • Membership in the community is subject to the Membership Agreement.

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