FIN-LIFE

FINANCIAL PLANNING FOR THE NEXT GENERATION

Financial planning shouldn’t be frustrating, confusing or exclusive. We’ll coach you through all 10 themes of financial wellness, from creating to sticking to a budget, to planning for the future. No investor-speak, monthly fees, or in-person meetings needed. Just your phone and 3 minutes a week.

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90% OF PEOPLE ARE MISSING AT LEAST ONE CRITICAL ELEMENT IN THEIR FINANCIAL PLAN

5 OUT OF 10 PEOPLE WHO THINK THEIR PLANS ARE COMPLETE HAVE SIGNIFICANT GAPS

90% OF PEOPLE AGED 18-34 ARE OVERWHELMED BY FINANCIAL PLANNING