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Financial freedom to live your life goals

Free up your time with a comprehensive financial action plan and a coordinated expert team by your side.
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Join the early access list for a free 2025 household financial health check and planning session.
Thanks for joining! We'll keep you posted on early access launch.

A modern financial concierge platform.

Because plans and DIY finance are not enough. JointGoals is a financial concierge platform that delivers a comprehensive financial action plan with a coordinated team of Certified Financial Planners® (CFPs) and Specialists. All to help you take action and free up time to live your life goals. 

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The new formula for household wealth management.

A comprehensive action plan + a coordinated expert team + action over time = goal achievement

Instantly get personalized diagnostics with guided recommendations. Know at a glance if you're on track to goal.

Step 1
Instantly get a clear financial health check.

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Step 2
Connect with your team.

Easily schedule your virtual session at your convenience. Your team will get to know you and help you align on your joint goals.

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Step 3
Plan & achieve your goals.

Membership includes a customized financial action plan tailored to your situation and advisor-led concierge services to help you execute your plan: 

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Portfolio rebalancing, estate planning, tax strategy, insurance assessment, real estate purchase and more. 

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Step 4
Keep growing your wealth as part of the Community.

We’re your long-term thought partner, growing with you through life. Connect with us 1:1 or as part of the JointGoals Community with courses, events and resources to help you continually evolve and grow.

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Simple & Affordable Pricing

Free platform access.

Membership starts at $89 / month.

Members

Charles W., Berkeley, CA

“JointGoals is an entire financial team that lives on your phone. They’ve helped us make more money on our investments and save tens of thousands of dollars on our taxes. With less time worrying about money, we can relax more on the weekends and do all the fun things that we love instead, like cooking with the family.”

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