What to expect during your Strategy Session
A Strategy Session with Fruition is designed to provide personalized financial guidance based on your unique circumstances. During the session, your Strategist will help you identify your short- and long-term financial goals like building an emergency fund, reducing debt, or planning for retirement.
The session is interactive, so you’ll be encouraged to ask questions about specific concerns like budgeting, investments, or credit improvement. Strategists can also guide you through Fruition products like Folio so you can maximize the benefit of seeing your full financial picture in your Dashboard. They can also help you navigate our Toolbox where you’ll find a Retirement Calculator. Expect actionable steps that you can take immediately to improve your financial well-being.