The smartest way to find a financial advisor

In minutes, our AI creates your free personalized plan and connects you with a vetted advisor - saving you hours of research.

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Trusted by leading financial institutions

What you’ll get from your Finimpact plan

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Manage your finances clearlySee your accounts, goals, and action items in one dashboard powered by real-time data

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Grow your wealth over timeUse personalized insights and recommendations to make smarter financial decisions

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Reduce your debt fasterLower your interest rates, consolidate payments, and free up money each month

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Plan with confidenceAccess tailored advice on tax, retirement, insurance, and much more

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See what your money could really do for you

Private. Secure. Done in minutes.

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Your path to the right advisor starts here

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Answer a few questionsTell us about your current situation and your goals

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See your personalized planOur AI builds your roadmap so you meet your advisor confident & ready to grow your wealth

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Meet your expert advisorConnect with a top-rated expert ready to put your plan into action

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Whatever your goals are, our experts are here with you

From saving for retirement to growing investments, you’ll connect with advisors who’ve helped people just like you.

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See what your money could really do for you

Private. Secure. Done in minutes.

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AI-powered financial planning for real life

100% free and personalized for you

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This isn’t just advice. It’s a plan you can follow.

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Tailored to youGet a plan that fits your income, goals, and life stage

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CFP® expert guidance Work with your expert to bring your plan to life

Updates in real-timeYour plan adjusts as your financial situation changes

Secure and privateBank-level security and total privacy, always

Financial plan

Whatever your goals, find the expert who’s right for you

Smiling business executive portrait — Financial plannersWork on day-to-day goals, get out of debt, set milestones, and prioritize what really matters to you.

Smiling woman portrait — Financial advisorsSet up investment plans and strategies, retirement, or growing your wealth over time.