Driven by the power of technology, our free planning experience helps you explore what’s possible and provides guidance to optimize your finances. No phone calls required.
What’s on your mind?
Explore the life you want to live. It’s never been easier.
Our advice engine
The traditional industry wants you to believe you need a “licensed expert” to make good decisions. We disagree.
Meet Path — built by our team of PhDs, it’s the advice engine that powers all the personalized insights and advice we provide for free, without ever needing you to make a phone call.
What we do (so you don't have to)
One decision will impact another – buying a house may impact your plans to retire early. We’ll show you the entire picture so you can make the choices that are right for you.
Things are bound to change. We embrace that fact. Today, you may want a house in Los Angeles in 3 years. But tomorrow, you may get an irresistible job offer in Barcelona. Whether your finances or lifestyle change, we’ll automatically reflect the latest.
After understanding your finances, habits, and aspirations, we’ll provide the recommendations and strategies tailored to your specific needs.
We’ll tell you how much to save per month to be on track to meet your goals.
Certain account types are better suited for certain goals. We’ll open the optimal accounts and recommend how much to deposit in each.
We use software to better execute time-tested investment strategies.
Get access to cash quickly and easily without selling your investments by borrowing at a low rate with Portfolio Line of Credit.
Our planning experience is absolutely free. You don’t even have to invest with us to get access to it.
Nope - no pressure, no judgment, no follow-ups from a salesperson.
Less than 10 minutes.
Linking to your financial accounts is how we get to know you and your finances. It helps us project your net worth over time and deliver the relevant insights and advice. Learn more
Fortunately for us, software doesn’t take holidays. By linking to your financial accounts, our planning experience gives you a pulse on your finances 24 hours a day, 365 days a year.
No – we will make saving and investing recommendations that are in your best interest, such as maxing out your employer 401(k) first or keeping more in cash for upcoming, short-term goals.
C’est la vie. It never hurts to explore your options, who knows what you could do? If you’re dead-set on living in the moment, you’ll still have an aggregated view of your finances.