Home » FAQs » I upgraded to the Premium Plan but my investment is lower than $1K. Does this have any effect?

I upgraded to the Premium Plan but my investment is lower than $1K. Does this have any effect?

Yes. As the Premium Plan is designed for investment minimums of USD 1K, any client with a balance below this will be entitled to only one financial planning session, upon onboarding. Future sessions will only be accessed by meeting the threshold.

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