How It Works

Wondering How This All Works?

Here’s what you can expect from start to finish.

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It only takes a few minutes to get started. Cancel anytime.

Getting Started Is Easy

Only 3 simple steps to a more confident financial life.

Create your account

Setting up your account is a quick and easy process. After signing up, you’ll immediately receive a confirmation email.

Get onboarded and matched with your dedicated advisor

We’ll reach out within 24 hours to talk to you about your goals and current situation (creating what we call a financial agenda) so we can pair you with a licensed advisor who fits your needs.

Start using everything, year-round

Using your login information, you can immediately access all the financial courses, resources, and tax/investing tools on our platform. Your advisor will also be standing by, ready and waiting to help you whenever any questions or decisions come up.

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Take a Look Inside

Watch the first lesson for free to get a feel for our approach.

Get full access to all the lessons and tools.

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What’s Included in Your Plan

A complete set of tools, resources, and advisor access all in one place.

No more juggling multiple platforms, courses, and one-off advice.

Fun video lessons, tutorials, and exercises

A personalized financial plan

Tax prep and filing support

Ongoing tax planning

Portfolio setup, management & monitoring*

Access to a dedicated licensed advisor

Year-round use of all tools and resources

* Investment management services are optional and may involve separate advisory fees based on assets under management. Any applicable fees are clearly disclosed before you decide to move forward.

What Ongoing Access Looks Like

Meet with your dedicated advisor on a regular basis
Reach out whenever you want to review your progress, ask questions, discuss any upcoming decisions, or adjust your financial plan as your situation changes.
Refer to the lessons and planning resources when you need support
Watch the on-demand video lessons and utilize the tax and investment tools on the online platform whenever a question comes up or you want to learn more.
Get tax help when you need it most, with planning support year-round
We cover all the bases when it comes to taxes. We’ll help you prepare your return and file it, plus you can rely on our help with tax planning and strategy throughout the year.
Get help setting up and managing your own investment portfolio*
Work with your own licensed advisor to build a portfolio that’s aligned with your goals, timeline, and risk level. They’ll then continue to monitor and manage it together with you.
Return anytime you need guidance
Use the FinancializeIt! platform to continually build your financial knowledge and check in with your advisor whenever you’re facing an unknown or need a second opinion.

* Investment management services are optional and may involve separate advisory fees based on assets under management. Any applicable fees are clearly disclosed before you decide to move forward.

Designed With You In Mind

So managing your finances doesn’t have to feel overwhelming.

Young professionals navigating taxes, benefits, and big decisions

Small business owners thinking through cash flow, taxes, and growth

Teens & parents building strong money habits

See what’s included and how pricing works.

See Pricing

FAQs

How long does onboarding take?
Onboarding is designed to be quick and straightforward. After you create your account, we’ll reach out to you within 24 hours to discuss your goals and current situation so your experience can be personalized. This conversation doesn’t take long at all.
What happens after I create an account?
Once your account is set up, you’ll receive access to the FinancializeIt! platform, which is where you’ll find the courses, planning resources, and tools. You’ll also be guided through the next steps to get connected with your dedicated advisor so you can begin building your financial plan.
How often can I meet with my advisor?
You’ll have ongoing access to your own licensed advisor, with the ability to meet whenever needed (we recommend a minimum of at least once a quarter). Many people choose to connect more often when they’re navigating new decisions, changes in income, or major life events.
Can I cancel anytime?
Yes. You can cancel your plan at any time. There’s no long-term commitment, and you’ll continue to have access through the end of your current billing period.