Certified Financial Planners (CFPs) serve an important role in helping to create financial wellness. MoneySwell is not a replacement for CFPs. CFPs can learn about the intricacies of your financial circumstances, your goals, and even your personality, in a way that only a human can do.

However, the foundations of financial wellness are close to universal. Your job is to take action! And MoneySwell will help you do just that. By following your personalized action plan, you will be following time-tested steps that have worked for millions of people to meet their financial goals. Your MoneySwell action plan sets you up for success long before you ever meet with a CFP. And if you do meet with a CFP, we’re confident they’ll be glad you used MoneySwell to organize your finances and get on track.