Exclusive for individuals aged 55+: The Retire Ready Initiative offers a full year of financial guidance and personalized planning for just $239! Learn More
You deserve financial freedom
Access premium financial guidance that’s easy to use, effortless to start, and affordable for everyone.
Our approach is simple
We use technology to surround you with tools, resources, and financial experts that support six financial milestones.
Each milestone builds upon the last, creating four levels of financial wellness.
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··We make the journey easy
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··Expert guidance has never been more cost-effective
Receive personalized guidance from an independent CERTIFIED FINANCIAL PLANNER™. This premium service is valued at over $5,000/year an average and is now accessible for as little as $39.95/month
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··Get started for free with an instant financial wellness check
Our 4-minute multiple choice quiz will evaluate your
level of financial wellness, identify issues, and provide
recommendations for next steps.
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Choose your level of wellness
To ensure high-quality personalized service for every subscriber, we cap our monthly intake of new users. If your preferred plan is fully subscribed, join the wait list to be notified next month!
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··Not sure which plan is right for you?
Our free Financial Checkpoint quiz will recommend a subscription by assessing these key areas:
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