Talk to a CFP® professional

Get one-on-one professional guidance and a tailored approach to the financial topics on your mind.

  • Getting started

    45-minute call with a CFP® professional who will provide a step-by-step tutorial to help you set up and optimize your account and answer your questions.


    Book package
  • Retirement planning

    60-minute call with a CFP® professional to get a holistic review of your situation to help you get on track for your future retirement.


    Book package
  • Financial check-up

    60-minute call with a CFP® professional to get a review of your current financial situation and investments.


    Book package
  • College planning

    60-minute call with a CFP® professional to review your family’s financial situation and to help you set a savings plan for higher education.


    Book package
  • Marriage planning

    60-minute call with you, a loved one, and a CFP® professional to discuss your goals and managing finances together.


    Book package
  • Crypto planning

    45-minute call with a CFP® professional for guidance on how investing in Betterment’s crypto portfolios makes sense for your situation.


    Book package

Looking for something more specific?

Reach out to us at

  • Step 1: Schedule your call.

    Pick a time that's convenient for you using our secure, online calendar system.

  • Step 2: Prepare for your call.

    We’ll follow up with a list of items to prepare in advance.

  • Step 3: Talk to your expert.

    Your expert will provide recommendations based on your financial goals and your situation.

Meet Nick, Advisor Team Lead.

A featured investing expert in media outlets like Yahoo Finance, CNBC, and The Wall Street Journal, Nick loves helping people make sense of their complicated financial lives. He and his team provide 1:1 financial planning and investment advice to customers like you.

Nick Holeman advisor team lead.

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