We are excited to upgrade our offering in 2022 with the addition of Advice Pay, an online platform to setup payment for your financial planning subscription. With advice pay you will be able to setup one time payments and ongoing payments using a credit card, debit card or direct billing to a bank account.
Direct billing for financial plans by way of your bank account will be discontinued in March of 2022. Expect to see emails supporting this change in February and March. Once you are setup on Advice Pay direct billing will stop. If you have questions or concerns please call, email or text us for more information.
Kit Lancaster CFP, AWMA
Sterling Edge Financial