How it works

Great financial advice, on-demand

Improving your financial wellness starts with a plan that’s tailored to meet your unique needs.

FINANCIAL FITNESS

Creating a happy, productive workforce starts with financial peace of mind.

BENEFITS OF A FINANCIAL PLANNER

Help employees build a confident financial future

Financial advice is important when you’re saving for a new home, getting married, growing a family and planning for retirement. It is also helpful when life events happen, such as a raise, an inheritance, a divorce, or unexpected issue.

Manage your money

Learn the benefits of saving to a 401k, Individual Retirement Account (IRA) or Health Savings Account (HSA).

Plan for retirement

Build a retirement plan so you know how much you'll need, how much to save and where to invest.

Reduce debt

Get a plan to repay student loans, cover your expenses and reduce your debt.

Purchase a home

Learn how to prepare for your first home, save a down payment, get a mortgage and more.

Understand your benefits

Deepen your benefits knowledge around disability policies or tax advantaged commuter benefits.

Fund your lifestyle

Make a plan to pay your bills, build an emergency reserve, create an education fund, and have some fun!

HOW IT WORKS

Connecting employees to trusted experts

MATCH

Build your profile and get matched to a CFP

You’ll be guided through a questionnaire to gather information about your financial needs, areas of interest and life goals, to match you with the right advisor.

MEET

Meet with your financial advisor

Easily book a meeting, join a video call and rate your experience with advisors. Advisors will help you:

MANAGE

Set your goals and track your progress

Get a personalized dashboard with meeting notes, goals and an outline of any actions or next steps you need to take. As goals change, you can adjust your objectives to reflect new opportunities and life events.