Whether you’re just entering the workforce or preparing for retirement, our
financial planners can advise you based on your unique needs—at no cost.
Willie R., Personal Loan member,
Greg P., CFP®, SoFi Financial Planner
Get a clear picture of your current financial landscape and the strategies you can use to hit your financial goals.
Learn tactics for maintaining good spending habits.
Discover ways to leverage debt positively by balancing repayment and saving for long-term goals.
Understand what it takes to build an emergency fund—while also saving for the future.
Create an investment strategy that takes into consideration your goals and risk tolerance.
Start preparing for unexpected accidents or disability with comprehensive insurance.
From paying down debt to buying a home, our financial planners can help you clarify your financial picture as you prepare for whatever’s next.
Our team of full-time planners have worked with thousands of clients
and bring years of expertise to every conversation.
As professional fiduciaries, we’re required to keep your best interests
in mind—no upselling, no quotas, no ulterior motives.
You can come to us with any financial issue, large or small—it doesn’t
need to be an enormous challenge to be worthy of a conversation.
Start off by setting up a call with one of our planners for an exploratory conversation.
After the chat, your planner will help you analyze your situation and walk through some next steps and alternatives.
Arrange a follow-up chat down the line to talk through your progress. And you can always reach out at any time, too.