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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

Terms & Conditions: Payment for an advice package must be made in advance of your first call with a licensed financial expert (“financial expert”). Payment must be made by credit card via Square, a third party provider, and subject to Square’s payment terms and privacy policy. Betterment does not collect or store your credit card information. All calls with a financial expert for a given advice package must be completed within six months of payment. Betterment’s Premium plan provides unlimited access to advice on the topics covered by the packages listed here, and you should consider whether paying for the Premium plan or paying for specific advice packages is most appropriate for your needs. The advice packages listed here are subject to the following refund policy. If you are unsatisfied with the services provided by the financial expert, you may request a refund by sending an email to the financial expert within 30 days of your call (or 30 days of the first call if the package includes multiple calls). You also must complete a survey about why you were not satisfied to be eligible for a refund. Betterment will process any refund as soon as possible, and no later than 30 days after you make the refund request and complete the survey. Betterment reserves the right to modify this refund policy at any time and for any reason. Each advice package is associated with a specific amount of financial expert phone time as listed on this page. All interactions relating to a single advice package typically will be with the same financial expert, but Betterment cannot guarantee that you will interact with the same financial expert if you select multiple advice packages. You are responsible for ensuring that all of your in-application information is accurate and for completing any pre-call tasks requested by the financial expert. If you do not follow the financial expert’s pre-call instructions, your allotted time may expire before you receive all advice associated with the package, and Betterment will not be responsible for providing additional financial expert time. You, and not Betterment, are responsible for completing any post-call action items recommended by the financial expert. Advice provided as part of each package may be based on information provided by you through Betterment’s website prior to a call with the advisor, in addition to information provided to the advisor during a call. Betterment is not responsible for reconciling any conflicting information you provide at different times. Betterment’s advice may rely on third party tools, in addition to tools maintained by Betterment. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®️ certification mark, the CERTIFIED FINANCIAL PLANNER™️ certification mark, and the CFP®️ certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.