Professional financial advice might not be what you think it is.
Here’s what to know:
1. Real professionals can tell you more than just “spend less, save more.”
2. Professional money advice has always been too expensive for most people, until now. This is how we use tech for good.
We’re working with CFPs. More info ^^^
Look for “Balance My Goals”
For advisors: Financial education is the better term for what we deliver. But to people who have never had access to any of this, that’s not very descriptive. We are working on the right wording.
#buildinpublic #personalfinance #cfp
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