How can I upgrade my plan from Basic to Professional?
The Professional Plan includes a much more guided and customized experience to help you achieve your financial goals. In addition to everything in the Basic Plan, you’ll receive access to a personalized financial plan created specifically for you by a Certified Financial Planner, and unlimited access to ask them questions via email, so you can make every decision with confidence.
To upgrade, you’ll only need to pay the difference in cost between the two plans. The Basic Plan costs $299/year and the Professional Plan costs $499/year. You’ll only need to pay the difference of $200 to upgrade. Considering a financial planner typically charges thousands of dollars for the same service, we think this is a pretty sweet deal.
How to upgrade: To upgrade, you can contact our support at any time through live chat or by emailing email@example.com. For manual upgrading, you can log into your account and head over to https://app.carrymoney.com/settings/billing.