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Financial Planning Designed for Millennials
100% digital because that's how it should be.
Investment management through Altruist
A Financial Planning firm designed for professionals in their 20's, 30's, and 40's.
Financial Planning through RightCapital
Finally, a planning experience you'll actually enjoy
Cash management through Flourish
An insurance salesman
Unreachable
Transactional
Commission-based
Your average financial advisor is...
Personalized Advice
Everyone's path to wealth looks different. We work exclusively with young professionals to create the best path for you.
How to get started
01
Schedule a free consultation
We'll take some time to review your current financial situation and answer any questions you have. We'll find out right away if we are the right advisor for you. If we're not, we'll make sure to point you in the right direction to one of the trusted advisors in our network
02
Determine which services will add the most value
We'll discuss whether it makes sense to engage in ongoing planning or a one-time financial plan. Take your time to think about it, we hope we're the last advisor you hire
03
Begin the onboarding process
We'll begin the onboarding process which starts with a conversation about you, your goals, and what got you to this point.
