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Building Brand Awareness for Financial Planners

Our Story

Creating a community of underrepresented financial planners.

Our Vision

Helping others build generational wealth through increasing financial inclusion & literacy.

Technology

Bridging the gap between the community and financial planners. 

 

How it works

Financial Dating

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Match

 
 

"A Financial Planner for Everyone"

Demographic:
>19% Minority  &
> 31% Women 
>3% Americans Have Financial Planners
25% Say It Hard to find a Financial Planner
<70% of Clients are Disappointed
20%-25% of Clients Leave During 1st Year
 
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