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.
As a special thank you for being a Betterment customer, if you have more than $100,000 in your Betterment account, we’d like to offer you a one-time complimentary financial checkup call (valued at $199) with one of our CFP® professionals or licensed financial experts. This call allows you to review your current financial situation and investment portfolio with one of our CFP® professionals or licensed financial experts. Make sure to qualify and schedule this complimentary advice package by 2/15/2019 for a call any time through 6/30/2019. This package includes:.
This package includes:
A 60-minute call with a licensed financial expert
A personalized action plan
Advice For Every Need
In addition to our financial checkup advice call package, we also offer other advice packages with a licensed financial expert for a fee. These include college planning ($199), marriage planning ($299), and retirement planning ($399). You can learn more and schedule these calls here .
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.
Terms & Conditions: To qualify for one complimentary financial checkup call you must have a balance of $100,000 in your Betterment account at the time you schedule the call and you must schedule the call by 2/15/2018. The complimentary call is valid for use through 6/30/2019 and will expire thereafter. This call includes one 45-minute call with a CFP® professional or licensed financial expert to review your current financial situation and investment portfolio. This offer is limited to the first 100 customers that qualify. Betterment may release additional Financial Checkup Advice Packages at its discretion. This offer is non-transferrable. Betterment reserves the right to terminate this offer at any time if Betterment determines that it was obtained in bad faith or under wrongful or fraudulent circumstances, that inaccurate or incomplete information was provided in opening the account, or that any terms of the Betterment Account Agreements have been violated. 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.