Plans without actions get you nowhere. You don't need to keep managing your finances alone. Get virtual access to 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.
JointGoals
The digital financial office for busy families.
STEP 1
Clarify with a Household Financial 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.
STEP 2
Activate 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.
STEP 3
Achieve with an Expert Team by Your Side
Meet with your team of financial specialists 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 guidance 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.
Affordable membership options. No more excuses.
Starter Plan
For households who want a comprehensive financial action plan and execution support.
​​3 months at $89 / month*
*$250 set-up fee waived with
upgrade to Advanced Plan​​​
Clarify.
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Automated digital “journals” to help organize finances across joint accounts.
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Net worth and cash flow analysis and goal-setting.
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Activate.
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Financial action plan with clear steps to achieve goals.
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Initial recommendations on investments, tax, insurance, and trusts & estates.
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Achieve.
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3 planning sessions with your Certified Financial Planner®
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1-click video access for planning and coaching check-ins.
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Unlimited chat with your expert team for answers to your financial questions.​​
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AI-driven coaching for daily change (coming soon).
Annual Plan
For households who want advanced accountability coaching and specialist execution support.​​​​
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Annual at $89 / month*
*$250 set-up fee, waived with
upgrade to Advanced Plan​
Clarify.
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Automated digital “journals” to help organize finances on advanced topics.
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Net worth and cash flow progress tracking to goal.
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Activate.
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Choose 4 advanced areas for accountability and execution support, including:
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Cash flow
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Emergency fund
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Debt management
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Home purchase
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Education
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Retirement modeling
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Investment portfolio analysis
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Tax planning
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Trusts & estates
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Real estate
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Insurance
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Income & equity
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Achieve.
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4 coordinated accountability sessions with your Certified Financial Planner® & specialists.
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1-click video access for planning and coaching check-ins.
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Unlimited chat with your expert team for answers to your financial questions.
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AI-driven coaching for daily change (coming soon).
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