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Get started by linking your accounts or manually reporting your holdings, and we’ll analyze them right where they are. Our easy-to-use dashboard provides analysis and recommendations tailored to your exact portfolio and specific goals.
We break your Retirement plan into 9 simple steps, so you can easily understand what you’re doing well and where you can improve. Our recommendations update in real time, and we show you exactly why we recommend every change.
As an independent company with a fiduciary duty to our clients, we’re never incentivized to recommend that you buy specific funds. It’s fundamentally important to us that our advice remains independent and accessible to all.