Individuals
As we explained on Who We Work and Collaborate With, we work with employers, employee benefits brokers, professional service firms, and individuals themselves to support the achievement of our mission to make financial planning services available to all individuals despite their particular financial situation or attitudes and emotions related to saving, investing, and planning financially for their future.
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​Ultimately, our find-a-financial advisor/financial planner match service is a consumer one since the end-user is an individual vs. an organization.
How We Help Individuals Related To Financial Planning, Financial Needs and Financial Concerns
While the following list is not all-inclusive, some key ways our services help individuals include:
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Greater peace-of-mind and reduced stress that comes from knowing you have access to a financial planning expert who understands your goals and tolerance for financial risk
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Less worry about how to set and adhere to a financial budget, and what your financial future looks like
Providing a feeling of “financial wellness,”, i.e., you are on track related to various financial objectives vs. just ignoring or backburnering your financial goals or concerns
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You can learn more about the benefits of working with a financial planner by visiting our "Why Work With a Financial Planner Page."
Concerned You Can’t Afford A Financial Advisor And Savings Advice?
The financial advisor identified for you via your confidential assessment can answer these common fee-/cost-/price-related questions that many individuals have about working with a financial planner, including:
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How much does a financial advisor cost?
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How much do financial advisors charge?
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What’s a reasonable price for a financial advisor to charge me for their services?
What Makes Us Different From Other Providers Of Financial Advisor Lists or Matching Services?
Our financial advisor matching service is completely client-centered. It’s all about providing you with a financial advisor, based on “inputs” you provide to us via our confidential questionnaire/assessment form, including ones related to your thoughts and emotions related to money and financial risk tolerance.