Goal-based action plans
Get an actionable plan that makes the most of your money, based on your unique situation.
Real, unbiased experts
Work with a financial expert, volunteering their time for free, to find out which financial strategies you may be missing out on.
A team behind each adviser
If a question comes up or you want extra help, just message your adviser and their team will get to work for you.
Get a step-by-step, personalized plan
Find out which financial strategies you're missing and get a goal-based plan. This type of plan has been proven to be the most effective and easiest to follow.
Your adviser will co-design an easy to implement financial plan that:
→ Suggests specific next steps that are unique to your situation.
→ Makes sure you're not misallocating your savings and wasting your money.
Work with an adviser you can trust
Every adviser on the platform is volunteering their time for free, as a way to give back to people who cannot afford their expertise.
Here's how we ensure you can trust the advisers:
→ Each one has taken a fiduciary oath to only work in your best interest.
→ They cannot sell or promote any product.
→ They cannot ask you to be their client.
→ They are committed to helping you understand your money better, through open and honest conversations.
A team to help you take action
We all have some idea of how to improve our financial situation, and for most of us the big challenge is taking action.
Your adviser's dedicated assistant will help you confidently move forward by:
→ Checking in with you with timely reminders and helpful tips.
→ Making it easy to get in touch with them through email, text or in-app messages.
→ Providing the encouragement and accountability needed to follow through.
We're serious about privacy and security.
We’re committed to keeping any information that you share both private and secure. With multiple safety measures like secure encryption and multi-factor authentication, we work to keep your information protected.
Additionally, we do not collect any sensitive personal information and the advisers that you'll interact with cannot directly view your contact information, unless you pro-actively choose to share it with them.
What people are saying:
"I appreciated being held accountable for taking action and made more movement in reaching my financial goals [in four weeks] than I have in the last 5 years."
- Kristi G.
"I liked that the advice didn't feel like there was a sale was behind it. I felt I could trust it so much more, that my advisor and their team truly had my own best interests in mind."
- Davinia F.
"It was great to have my financial questions clearly answered."
- Katie H.
"I valued the open and honest conversation. It was very personal to my situation. I did not feel pressured to make decisions either."
- Ronika V.
"I like the combination of interaction with a real person, with actionable steps I can complete online."
- Emily J.
"I valued the very specific, actionable advice. My adviser gave me ballpark numbers (or at least a path to estimating them) to target for college savings, retirement, emergency savings fund, and life insurance."
- Sydney D.
Get started today!
Find out which money strategies you're missing and get personalized, free, expert guidance to achieve your financial goals.