Cereus Financial Advisors is operating under our emergency business plan.

While our office is physically closed so we can maintain social distancing, we are working normal hours and are available by phone or email.

We hope that you and your family are healthy and please know that we want to support you during this difficult time.

Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.

Your Investments: If we are managing your investments, they most certainly have been affected by the economic downturn due to the Coronavirus epidemic. Please know that we set up your portfolio for you to meet your long-term goals and are monitoring your investments carefully. Our custodians, SEI and Betterment are both operational and you have access to your money and investments on a normal basis.

Please contact us if you have any questions

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The next step is to onboard with College Aid Pro, our financial planning tool.

Please look for an email from us with our onboarding guide and two links:
One to onboard with College Aid Pro and the other one to schedule your 30 minute one-on-one video coaching session.

If you have not received your onboarding email within 15 minutes, please contact us.

Sign Up For

COLLEGE MONEY MATCH

Fill out this form to get started and we will email you a planning agreement and payment information.

If you’re inquiring about a sibling group (i.e. twins), please email us instead.