MONEY ALLOCATION
Know where to put each dollar so it works harder for you
We’ll look at your entire financial picture and figure out where your money should go. We crunch the numbers so you don’t have to.
45-day 100% money-back guarantee
All of your allocation questions answered by actual money experts.
More tailored answers in less time than parsing through the internet. And no, we don’t think your friends/Reddit are a good alternative to the Google either.
March confidently toward your goals with a plan for every dollar.
Stop feeling guilty about every boba purchase :P Live your life knowing that you're making all the right money moves.
We get to know you so every recommendation is fully personalized.
Want to retire as soon as humanly possible? Tiny home your dream?
We make sure to understand you first before making any recommendations :)
We make sure to understand you first before making any recommendations :)
We’ll revise together until you’re confident in your action plan.
How we’ll work together
Get to know you quiz
Goals, what do you care about, where do you live, who do you work for? All these things matter when it comes to optimizing your unique situation.
First draft of investing plan
We’ll create an action plan for where invested dollar makes most sense based on your interests, risk tolerance and goals.
Iterate together
Ask us questions or hit us with your concerns. We’ll adjust your plan together until it’s perfect for your unique situation.
Pricing
MOST POPULAR
Core
$16
/ month billed annually
Annual plan + regular check-ins
Human advisor crafting your plan
We’ll revise till it’s right for you
Message your advisor all year
All for $189/year
All-Access
$24
/ month billed annually
Everything in Core plus:
Specific investment advice
Specific company equity advice
All for just $289/year
Not available in IL, FL, LA, MA, NH, NY, OR, PA, TX yet.
Without Uprise
$2,000+
For traditional financial planning from companies like Personal Capital, Morgan Stanley, and Merrill Lynch.
or endless DIY-ing
But TBH, the internet doesn’t get you like we do.
Uprise money back guarantee.
Try us risk-free! If you’re not happy with your purchase, we’ll refund your money.
Built for people who aren’t millionaires (yet 😉)
We combine our team of Certified Financial Planners with our advanced database of financial rules and products to keep prices accessible to all.
10x more affordable
Than typical financial advisors
Typical financial advisors
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starting price
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$1,000+
