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Ready to take financial control and achieve your joint goals?

emergency fund

on your

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JointGoals

Financial action plans for modern households.

Plans without actions get you nowhere. Get a financial concierge team by your side to build you a tailored financial action plan and help you take clear steps to make your joint goals a reality.

We make it easier to take action.

Simplify with a Daily Finance Journal

A streamlined digital experience helps you gather your most important household info. No more painful 40 page forms. Daily nudges in bite-sized pieces make it easier and less overwhelming. And before you know it, you've got all your household finances organized in one place.

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Clarify with a Financial Action Plan

We analyze your current financial situation and build you a tailored financial action plan. Not just fancy graphs, but a step-by-step guide. You'll have the clarity to see where you stand, focus on top priorities, set deadlines, and work with our team to take specific actions to reach your joint goals.

Achieve with an Expert Team by Your Side

Meet with your expert advisor team virtually when it's convenient for you. You'll review your financial action plan in a deep-dive session. Your team is available for ongoing support and accountability to help you complete all actions to execute against the plan. Now you're in control of your finances knowing you're on track to achieve joint goals.

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Affordable options. No more excuses.

Financial Action Plan
6 months for $89/month*

 

*$250 set-up fee, waived with

ongoing Accountability Plan

Get clarity with a customized, actionable financial plan.

 

Includes 3 financial planning sessions and unlimited chat access with your financial expert team to build key foundations:

  • align on joint life and financial goals

  • assess current finances (net worth & cash flow)

  • organize accounts for financial transparency

  • optimize with initial asset mix recommendations

  • gain clarity with a roadmap of detailed steps

  • execution support to achieve joint goals.

Accountability Plan
6 months at $89/month*

*Upgrade from Financial Action Plan, $250 set-up fee will be waived

Get results on your financial action plan with accountability.

Includes 3 accountability sessions and unlimited chat access with your financial expert to stay on track to achieve prioritized joint goals for the year.

 

Choose accountability areas based on priorities identified in your Financial Action Plan, such as cash flow, emergency fund, debt management, home purchase, education, retirement modeling, investment portfolio analysis and monitoring.


 

Advanced Plan
6 months at $189/month*

*Upgrade from Financial Action Plan, $250 set-up fee will be waived

Get ahead on all household finances with advanced guidance. 

 

Includes 6 advisor sessions and unlimited chat access with your financial expert to assure comprehensive financial management, including:

  • Cash flow

  • Emergency fund

  • Debt management

  • Home purchase

  • Education

  • Retirement modeling

  • Investment portfolio analysis

  • Tax planning

  • Trusts & estates

  • Real estate

  • Insurance

  • Income & equity

Financial Benchmarks for Households *

$121.4 K

NET WORTH

50TH %ILE US

$558.2 K

NET WORTH

80TH %ILE US

$2.58 M

NET WORTH

95TH %ILE US

$403.4 K

NET WORTH

75TH %ILE US

$1.22 M

NET WORTH

90TH %ILE US

$11.1 M

NET WORTH

99TH %ILE US

* Federal Reserve Survey of Consumer Finances
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