Habits - Finance

The Habits team have built an awesome product. Their ability to match-make between advisor and advisee is a gap in the space that they fill perfectly. They’re right that most folks have a “DIY expiration date” when it comes to personal finances. Once that time came for me, Habits was exactly what I needed

Like most people in the “scaling” phase of their career, I found myself putting retirement and establishing a financial strategy on the back burner. My goal was to focus on making more money and the rest would sort itself out later. I am thrilled to have made the connection with the habits team and the utilization of their platform. It takes the stress out of finding the right fit and allows you to easily navigate a multitude of options in order to connect with an advisor who can align with your goals and way of thinking. Highly recommend this app for anyone who has been putting this seemingly large task off. Take the leap. It is worth it!

The Habits team works hard to make sure everyone finds a financial advisor that fits their lifestyle and personality. There’s so many great advisors on the platform, and I trust that each one has been fully vetted which is a great alternative to the spam LinkedIn messages I was used to receiving! The best part is that everything is on your terms.