Access to What the 1% Has
Right now, 70% of mass affluent households DIY their money management. That’s 23.1 million households. And the majority are not doing it very well because they lack the time.
They don’t have affordable access to a financial team that can handle everything in one place. So they attempt to do it themselves. But so many still wonder if they’re really doing everything they should.
The truth is they're losing out on hundreds of thousands, possibly millions, of dollars over time.
Yet the 1% have financial concierge teams doing the work to help them make more money and enjoy richer lives. It's time for more households to have access to that help too.
Our Story
We were founded on the principle that more households deserve access to comprehensive wealth management to live financially abundant lives. That level of coordinated financial concierge care should not be reserved for the 1%.
Nor should the misaligned incentives of the traditional financial advisor industry continue to take high percentage sales commissions in exchange for so little expert value.
Our mission is to put an end to the conflicts of interest. We see a future where more households have access to a new standard of financial concierge management, delivered on a predictable flat-fee monthly membership platform.
Our Human-Centered Technology
We believe humans are an irreplacable user interface. JointGoals harnesses the simplicity and convenience of the latest video and chat interfaces, to connect joint households to a digital office of Certified Financial Planners (CFPs) and Specialists for comprehensive wealth management all in one flat-fee monthly membership platform.
We’re investing in tapping the power of human and machine intelligence to seamlessly build financial coaching into daily life, putting financial answers and goal achievement at our members’ fingertips. Say goodbye to DIY. Welcome to a better conversational interface for your household finances.
