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Impact, measured
Personalized money advice is for people with money.
We think that's backwards.
There is no shortage of money advice. What costs money is advice about your money — from a financial adviser acting as a fiduciary, legally required to put your interests first. Every adviser here does that for free. They volunteer hours they could bill, for people the industry was never built to serve, and then they come back for the next meeting, and the one after that. What follows is what has happened so far: straight from our records, updated weekly, nothing hand-picked.
Find yourself
Someone here started where you are
Pick what fits you. We'll show you how many people arrived in the same position — and what happened next.
People like me
Every combination below is answered from real client records. Where too few people match to answer safely, we widen the question rather than guess.
Who comes to us
Not the people financial advice was built for
Self-reported at signup, before anyone speaks to an adviser.
Household income
Total household savings
Could you find $1,000 tomorrow?
Age
What they owe
Race and ethnicity
Where they are
Across the country
Every square is a state, sized equally so the small ones stay visible. Pick a measure, then hover or tab through to see any state's numbers.
Most clients
What they want
The thing people name first
Asked at signup: what would you most like to fix? One answer only.
What happens
How far people get
We publish the drop-off as its own number rather than leaving you to infer it.
Advice you can act on
Nobody leaves with just a feeling
Every meeting ends with specific things to do. Here is how many actually get done. This is the full history of the program, so some tasks name tools that have since closed — Mint shut down in 2024, and its entry is kept because the work people did is still real.
Completion by task
What actually helps
What tends to go with a good outcome
Comparing clients who did a thing against clients who didn't. These are associations, not causes — and each is measured inside a stated group so it isn't just restating itself.
What they say afterwards
In their own words, and in numbers
From the post-meeting survey. Only a fraction of clients answer, so every figure carries its response count — read them as the view of the people who replied.
Would they recommend us
How the adviser came across
Share rating each quality Excellent or Good.
What clients told us
The volunteers
Advisers giving their hours away
Every one a fiduciary, paid nothing for this.
How often clients come back
Median visits to their dashboard, by how far they got.
- Median visits per client
Who comes back at all
Share who returned more than once.
- Returned more than once
Partners
Who brings people to us
Libraries, nonprofits, employers and financial-planning chapters that put this in front of the people they already serve.
Where clients came from, month by month
- Referred by a partner
- Found us directly
Clients referred, by partner
Over time
People joining, month by month
- Joined
- Completed a first meeting
How this page is made
What's in here, and what isn't
- No names, no individual records, no single conversation is shown anywhere on this page.
- Groups smaller than our publication threshold are withheld rather than shown — a percentage built on a handful of people can point at a person.
- Client quotes appear only where that client gave explicit written permission to be featured. Nothing is published automatically.
- Message counts come from what clients wrote to us. No message text is reproduced, and confidential feedback is never read by this page.
- The figures refresh weekly, straight from our records. Nothing is hand-picked to look better.