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Financial Advice

Meet your financial advisor.

A vetted fiduciary advisor, matched to your goals using behavioral science developed with MIT. Your first session is fully covered by your employer.

MIT-Backed Matching

The right advisor. Found by science.

Our proprietary behavioral algorithm — developed in collaboration with MIT's Laboratory for Financial Engineering — analyzes your goals, life stage, and financial personality to find an advisor whose approach is genuinely aligned with yours. Not just available. Right for you.

1

Build Your Profile

Complete a 5-minute behavioral questionnaire developed with MIT's Laboratory for Financial Engineering. It powers your advisor match and earns you 25 Align Credits.

~5 minutes Earns 25 Align Credits
2

Get Your Match

Our algorithm selects a vetted, fiduciary, SEC-regulated advisor whose expertise aligns with your specific goals and behavioral profile — not just your portfolio size.

Fiduciary advisor SEC-regulated
3

Book Your Free Session

Schedule a 1:1 video consultation. Your advisor reviews your profile beforehand so you start from a place of clarity — not scratch. Covered entirely by your employer.

Employer-sponsored 100% free for you
Advisor matching

Fiduciary Advisors

Every advisor is legally required to act in your best interest — not their commission. Always.

Behavioral Science

Matching powered by MIT's LFE research — a real algorithm built on decades of financial behavior study.

Zero Cost to You

Employer-sponsored and completely free for employees. No hidden fees, no subscriptions, no catches.

Earn While You Engage

Booking and completing your session earns Align Credits — real value toward other financial services.

Goals & Progress

Set financial goals, track milestones, and watch your progress update in real time.

Advisor Access

Your matched advisor is always one click away — schedule, message, and follow up seamlessly.

Marketplace

Browse and engage with insurance, estate planning, tax prep, and more — all in one place.

Align Credits

Earn credits for every financial action and redeem them toward services that move your plan forward.

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