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FAQ

How do I create a plan?

After you have registered and signed into your personal Circle of Balance site, go to Plan in the navigation bar to create your personalized plan. By clicking the link to Create a New Plan, Circle of Balance will take you to the plan generator where you will indicate your plan name, you vision for 1, 5, or 10 years, followed by a survey of your satisfaction levels and activities.

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Can I edit my plan?

Yes. After creating your plan, you will be able to edit both your activities and your activity levels by clicking the links underneath “My Activities” in your dashboard.

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How do I post to the Share and Community section?

Post to the Share section by registering and signing into your personal Circle of Balance site, and clicking on Share in the navigation menu. Here, we have provided a series of forums where we hope you will feel comfortable posting and responding with other members to you comfort level. Our community section is an interactive portal for all of our social media - we hope you will join the conversation by connecting with the broader community on Facebook and Twitter. We will continue adding new and exciting ways to connect, both on our main site and externally.

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My question isn’t answered here. How can I contact you?

Our goal is to answer any of your questions or concerns as thoroughly as possible. Please go here to fill out our contact form or email us directly at info@thecircleofbalance.com. One of our representatives will respond within 48 hours.

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