We assist our customers with a broad range of financial topics, including investment advice, retirement planning, spotting hidden fees, lowering your taxes, transfers and more. Our team of licensed experts help you apply our automated strategies to your personal situation and can supplement our advice in areas our website does not yet cover.

To make the most out of your consultation, we recommend syncing all of your external accounts beforehand. If you are married, we recommend completing your initial consultation with your spouse.

If you are in the “Plus” or “Premium” plan, you can schedule a consult on the Advice page of your account, under the “Advice Team” tab, or by clicking here.