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Betterment

Save, invest, retire

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TALK TO A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

TALK TO A CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

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

Get one-on-one professional guidance and a tailored approach to the financial topic 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 a 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.

Looking for something more specific?

Reach out to us at advisors@betterment.com.

How does it work?

Step 1: Schedule your call

Schedule a call convenient for you using our secure, online calendar system.

Step 2: Prepare for your call

After you’ve scheduled 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

On your call, 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.

Frequently Asked Questions