Wyatt H.
Best of both worlds, tech & traditional financial planning
There’s so much fintech out there that is probably really great, but having a real human CFP to help guide me through my unique situation is invaluable. I work entirely on commission and having a real person understand my situation with its nuances is what’s missing from every other budgeting app. My CFP is lovely, made me feel comfortable to share my situation, didn’t judge me, and made me feel empowered.




