ANNOUNCING FINANCIAL ADVICE PACKAGES
Regardless of your balance, we'll help you make the right financial decisions around life events such as marriage, saving for college, retirement and more.
We're on a mission to help you make the most of your money.
Traditionally, people have spent too much time or money managing their investments to help them reach their life goals. We take sophisticated investing strategies, modern technology, and personalized guidance to help you make more of your money. And now we're making our advice even more accessible.
Get one-on-one financial advice.
Our advice packages pair you with a CERTIFIED FINANCIAL PLANNER™ or licensed financial expert who will provide guidance and a personalized action plan to help you achieve your financial goals. As a fiduciary, we act in your best interests.Because we believe everyone deserves access to financial advice that fits their lives, all you need is a Betterment account to book a package. No minimum balance required.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 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*
Financial Checkup Package
One 60-minute call with a licensed financial expert to get a review of your current financial situation and investment portfolio.$199*
College Planning Package
One 60-minute call with a CFP® 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*
Marriage Planning Package
Two 45-minute calls with your loved one and a CFP® 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*
Retirement Planning Package
One 60-minute call with a CFP® to get a holistic review of your current situation, accounts and holdings, employer plans, and more.
One month of email access to our team of experts for any additional questions you may have.$399*
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.
Premium Plan: Under the Premium Plan, you'll have unlimited access to Betterment's team of licensed experts and CFP® professionals.
Betterment Advisor Network: If you're looking for a dedicated advisor, or have more complex financial planning needs, we can match you to an independent CFP® professional in the Betterment Advisor Network.
Frequently Asked Questions
* Prices subject to change.