I agree to receive the following services for a monthly payment:
- Access to Elements® Financial Monitoring App
- Quarterly Progress Reporting
- Monthly recordings of Asynchronous Office Hours reviewing financial topics of the month, and Q&A from members
- Access to the Military Finance course with step-by-step education, instructions, and resources to make the best financial decisions for your family
- Access to a growing library of Zoom recordings, military finance checklists, spreadsheets, and templates, with a structured service calendar and videos to keep you on track
- Financial Helpdesk Support
If a 1:1 session is requested, you will receive a separate contract to sign as well as a Form ADV Part 2 Brochure.
This membership is not a 1 on 1 relationship, and is not financial, tax, or investment advice. The material in this membership is subject to change at any time and is educational. It is on the member to research and come to their own decision on any action items, and to discuss options with a financial or legal professional if necessary.
Erik Baskin and Baskin Financial Planning cannot be held liable for any decisions made by any individual as a result of educational materials received as part of this membership.