You're the boss. We're here to help.
Good advice should help you trust your own decisions. We will equip you with the understanding -- and tools -- to get the job done.
And if we don't have an answer, we'll work to get you one, or find you someone who does.
THE BIGGEST RISK IS DOING NOTHING AT ALL
If yous tart by getting a clear picture of your situation, you'll be well on your way.
LITTLE CHANGES CAN HAVE BIG IMPACTS
The hard part is knowing where to start, and sticking to it.
EVERYONE DESERVES A PLAN
Technology brings high-quality planning within reach for anyone.
PLANNING IS ABOUT MORE THAN MONEY
It’s about getting what you want out of your retirement, and your life.
We are a small, passionate team of Harvard and MIT-educated technologists and financial professionals. We have professional training in finance, math, economics, and computer science.
More than that though, we believe in financial empowerment - and that you shouldn't need formal and fancy degrees or certifications to harness its power.
Everyone deserves access to high quality financial planning. But it's been expensive, and unnecessarily complex, for too long.
Our team is obsessed with making the basics of high quality financial planning accessible to everyone, particularly those who have never had a way to take control of it themselves.