Financial wellness simplified
Getting started is easy - create an account and answer a few questions regarding your finances to get begin.
Documentation like equity award letters, pay stubs, and tax returns can be uploaded directly to our team.
Once account setup is complete, you can utilize the tools in your account to model and review scenarios.
Our algorithm matches you with an advisor that you can meet by upgrading to our Advisory service in your account.
During your 1:1 meeting, our team will create a management plan which allows you optimize taxes, and understand the value of your equity, investments, and crypto assets.
Your personal advisor is available for additional sessions as needed.
Our live chat feature is also available for real-time support in your account.