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.

    $299

    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.

    $399

    Book package
  • Financial check-up

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

    $399

    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.

    $399

    Book package
  • Marriage planning

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

    $399

    Book package
  • Looking for something more specific?

    Reach out to us at advisors@betterment.com.

  • 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 link to pay and 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 tax and 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.

Frequently asked questions:

  • How do I know if I need to speak to a financial professional?

  • Are there any requirements to book a package?

  • How do I pay for my package?

  • Can I choose which financial expert to talk to?

  • What if I’m not satisfied with the package I chose?