To get started, you'll take 5-minutes to answer some questions about your financial goals so that we can suggest the best money program for you. You'll then subscribe (you cancel whenever you want) to the money program that's best for you.

From there, you'll access your personalized dashboard and receive a custom welcome from your financial coach, as well as complete your first To Do.

You'll then work closely with your financial coach and their team to implement your program and make real progress on your financial goals.

All of our financial coaches are CFP® professionals, (which stands for Certified Financial Planners). This means that they have earned a certification that is the standard of excellence in financial planning. It typically takes 12-24 months of study and thousands of hours of experience to earn the CFP® certification.

Importantly, our financial coaches are also fiduciaries, which means that they are legally required to put your interests first (even above their own), so you know that you're getting trustworthy advice.

They also have extensive experience working with people just like you and are passionate about the potential for financial planning to help many more people. That's why they work for us - offering an affordable program designed to help you make meaningful progress on your goals.

If you're someone who wants to make the most of their money and achieve their goals, then this service will work for you.

We've created a simple process that matches you with a real-live expert and then coaches you to take action. We created our programs with renowned behavioral experts and it's worked for thousands of people like you.

You can reach out to your coach and their team whenever you like. Just schedule a call or send them a text, email or in-app message. They will typically respond to messages within 24 hours.

We are solely focused on providing conflict-free advice. That means we do not promote products, we do not make money through partner referrals and we do not sell your data to third parties. We are solely compensated by the subscription fees that clients pay.

Clients stay with us and refer us to their friends because we focus on providing great personalized advice and supporting their progress. It's that simple.

We know that our service is great for nearly everyone but if it's not for you, no worries! We've got you covered.

If you're not totally satisfied with our service, cancel at any time. No questions asked.