Professional Service Firms
As we explained on Who We Work and Collaborate With, we are extremely passionate about our mission to make financial planning services accessible to all. That’s why we regularly outreach to and collaborate with other professional-service firms who help individuals related to other personal-life challenges and goals.
Financial Wellness is Legal, Tax, Insurances and More
While we welcome collaborating with a variety of organizations (both professional-service and non-professional-service firms) to offer our financial advisor matching tool to individuals who would benefit greatly from it, some of the types of professional services firms with whom we partner most frequently include:
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Attorneys and law firms
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Accountants and CPA firms
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Home, auto, and life insurance agents
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.