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

Step 1: Select your package

Select the right package based on your needs.

Step 2: Schedule your call

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

Step 3: 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 4: Talk to your expert

On your call, your expert will provide recommendations based on your financial goals and your situation.

Getting Started package

One (1) 45-minute call with a licensed financial expert 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.

$149 | Book package >

Financial Checkup package

One (1) 60-minute call with a licensed financial expert to get a review of your current financial situation and investment portfolio.

$199 | Book package >

College Planning package

One (1) 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.

$199 | Book package >

Marriage Planning package

Two (2) 45-minute calls with your loved one and a CERTIFIED FINANCIAL PLANNER™ to get professional guidance on your goals, budgeting, debt, and merging finances. We’ll have one call to get you started and another to check in six months later after you’ve settled in.

$299 | Book package >

Retirement Planning package

One (1) 60-minute call with a CERTIFIED FINANCIAL PLANNER™ to get a holistic review of your current situation, accounts and holdings, employer plans, and more.

One (1) month of email access to our team of experts for any additional questions you may have.

$399 | 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

If you have any additional questions, you can reach us at advisors@betterment.com.

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.

Search our site