Avatar for Financial Experts

A modern, virtual financial advising platform.

Software Engineer

$36k – $60k • 1.0% – 5.0%
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Hi! We’re the Financial Experts.

We are CFP’s, Licensed Advisors, and Agents who are on a mission to financially educate the world with a strong focus on millennials.

How can we do this?

Our monthly pay structure
combined with our virtual strategy sessions and meetings, makes us prime to dominate in this industry because of our ability to help any business in the world with big things like tax efficiencies or investment management, and also help the individual who just wants to understand how a mutual fund can play a big part in his/her retirement.

Online: Every client who buys a plan, even our $19 a month beginner plan get a personalized dashboard they can log into on phone or pc. This dashboard is your main communication to your advisor and investment tracker. It can track your assets, liabilities, real estate, insurance policies, mutual fund and anything in between.

Advice: Our Advisors simply go in your personal dashboard and make suggestions and changes. If they feel like your insurance coverage is subpar, they’ll tell you. If they feel like your not diversified enough, they’ll tell you! If you get confused, just jump on a video call with him/her (premium)

We specialize in

Family Budgeting
Business Budgeting
Cash Flow
Current Financial Status
Goal Declaration
Projecting Revenue
Strategy Sessions (all inclusive)
Debt Management
Savings Objectives
Investment Strategies
Money Management
Investment Management
Risk Management
Retirement Expenses
Tax Planning ( we do your business and individual included)
Tax Efficiencies
Estate Planning
Retirement Planning
Retirement Accumulation
Life and Health Insurance

Check out our website for the applications and or enhancements we make will be very similar.