Financial Planners
Financial Planning
You don’t need big-time finances
to get big-time advice.
Whether you’re just entering
the workforce or preparing for retirement, our
financial planners can advise you based on your
unique needs. Become a SoFi member to
schedule a complimentary 30 min session, or
upgrade to SoFi Plus to unlock unlimited access.*
If you get SoFi benefits through your employer, log in to your At Work dashboard to make an appointment.
Willie R., Personal Loan member,
Greg P., CFP®, SoFi Financial Planner
Reaching your goals
Get a clear picture of your current financial landscape and the strategies you can use to hit your financial goals.
Build your budget
Learn tactics for maintaining good spending habits.
Borrow the right way
Discover ways to leverage debt positively by balancing repayment and saving for long-term goals.
Save for the future
Understand what it takes to build an emergency fund—while also saving for the future.
Invest smartly
Create an investment strategy that takes into consideration your goals and risk tolerance.
Protect what’s important
Start preparing for unexpected accidents or disability with comprehensive insurance.
Our planners can help you navigate your financial situation.
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.
Skilled and experienced
Our team of full-time planners have worked with thousands of clients
and bring years of expertise to every conversation.
An objective viewpoint
As professional fiduciaries, we’re required to keep your best interests
in mind—no upselling, no quotas, no ulterior motives.
Ready for anything
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.
How it works:
Chat with a planner
Start off by downloading the app and setting up a call with one of our planners for an exploratory conversation.
Discover your options
After the chat, your planner will help you analyze your situation and walk through some next steps and alternatives.
Stay on track
Arrange a follow-up chat down the line to talk through your progress. And you can always reach out at any time, too.
Get Your Money Right® with complimentary, customized financial advice today.
FAQs
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