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.
Complete the membership questionnaire*
A few short, fun questions. Takes about 60 seconds.
Set up recurring monthly auto-pay*
During checkout, note that the community is entirely virtual and nothing will be shipped to you.
$47 monthly / auto-renew
Request to join the dedicated social network*
Takes less than 30 seconds.
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.