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CFP & SPECIALIST PARTNERS

We’re looking to partner with CFPs and expert specialists who share our vision. See what we're all about and get in touch.

Experienced Certified Financial Planner (CFP)

Remote, US

Are you a CFP looking to join an innovative team that's changing the way financial guidance is delivered? If you're an experienced CFP that's passionate about working with couples to help them align and achieve their joint goals, let's talk.

Come partner with us!

Sign up to become a CFP partner or specialist and join our mission to make better financial planning accessible to more households all in one place. 

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EXPERT SPECIALISTS

Our
Partners

As you grow, new financial situations present themselves in life. When that happens, you need vetted specialists you can trust to help you with anything from taxes, legal, real estate, insurance, and business coaching. We partner with expert specialists to bring access to you in one place.

TRUST & WILL

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SCALE LLP

MAX TAX

INSURANCE

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