How It Works

Tell Us About Yourself and We'll Do the Rest

Tell us about yourself, we'll do the rest → View Your Personal Action Center

myFinancialAnswers technology is built on a sophisticated financial planning process. The software will gather your unique financial circumstances and provide recommendations based on your goals. We perform almost 1 billion calculations to integrate all of your financial life. That means we help you understand the tradeoffs between retirement and college savings and everything in between.

Step 1

Tell Us About Yourself

Step 2

We'll Do The Rest

Step 3

View Your Personal Action Center