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Gaining full confidence in your financial life is a journey. The Beam is here to help you along the way.

Onboarding: When you join as a member, you receive a comprehensive onboarding to The Beam community. We will partner with you to create a bespoke plan that will help you become the architect of your financial life. Together we will set your goals and lay out a roadmap to achieve them.

Check-Ins with your Beam Engineer: Every 6 months, your dedicated Beam Engineer will be in touch to schedule a check-in to review progress against your goals, pinpoint additional learning and skill-building opportunities, and gather feedback on your experience with The Beam.

Office hours with the Academic Director: 30 minutes with Aunnie Patton Power is included with Foundations to help you accelerate your learning and troubleshoot any challenges you might have. You can also schedule an additional 30 minute office hours session anytime during your membership year. You can pick a slot on her calendar here.

Additional specialized support: we know that every member has different needs and is at a different point in their journey. That’s why we would be happy to connect you with other experts that we engage with, who can help you with discrete challenges or specific topics you want to go deeper on, at an additional cost. Talk to your Beam Engineer or another member of the team to get more information.


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