It's never too early to have a financial adviser
pay off student loan debt sooner
build an emergency fund
buy a home or car
plan smarter for the future
onomy users now get free financial advice to:
Want help getting organized and taking action to prepare for your future?
Sign up to connect with a pro bono financial adviser giving back to the community.
What to expect:
Step-by-step, personalized action 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.
Certified experts 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.
A team behind each adviser
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.
Privacy & 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.
Make the most of your sessions:
prepare for your meeting through onomy
onomy is your go-to source for everything you need to know to thrive in adulthood (you know, the stuff you didn't really learn in school).
As you work with a financial adviser at Advisers Give Back, fun, quick videos from onomy can help guide you through important personal finance topics like budgeting, investing, credit, and cryptocurrency so you can make the most out of your sessions.
