ONE-ON-ONE EXPERT ADVICE
At Betterment, we offer one-on-one professional guidance to help you feel confident you're making the right financial decisions.
Talk to our team of financial experts.
Whether you're planning for a new stage in life or want in-depth financial advice, our experts are here for you. We offer five unique financial advice packages designed to help put you on the path to a better financial future.
Each package includes:
A call with a licensed financial expert
An action plan written by your expert
Exclusive educational content
Getting Started Package
One 45-minute call with a CERTIFIED FINANCIAL PLANNER™ who will provide a step-by-step tutorial to help you set up your Betterment account so you can maximize our investment, tax, and savings features for your situation.$199 | Book package
College Planning Package
One 60-minute call with a CERTIFIED FINANCIAL PLANNER™ to review your family’s financial situation and higher education plans. We will help you understand how much you need to save, how to invest, and which education savings accounts to use for your state.$299 | Book package
Marriage Planning Package
One 60-minute call with your loved one and a CERTIFIED FINANCIAL PLANNER™ to get professional guidance on your goals, budgeting, debt, and merging finances.$299 | Book package
Retirement Planning Package
One 60-minute call with a CERTIFIED FINANCIAL PLANNER™ to get a holistic review of your current situation, accounts and holdings, employer plans, and more.$299 | Book package
Advice For Every Need
If you’re looking for more frequent support from a financial professional, we have additional options that may suit your needs.
If you want ongoing access to financial experts, consider our Premium Plan which gives you unlimited access to our team of CFP® professionals.
If you’re looking for a dedicated advisor to receive more regular and comprehensive financial planning, we can set you up with an independent CFP® professional via the Betterment Advisor Network.
Frequently Asked Questions