Terms
Last updated: draft, version 1.
What this site is
We provide educational calculators and a matching service that connects people with independent financial advisors. We are not your advisor and we do not act for you.
Using the tools
The calculators are free to use. Results are estimates based on the assumptions you see and can change. They are not advice, not a quote, not an offer, and not a promise about any outcome.
Your information
You agree to give accurate information about yourself and your accounts. If an advisor cannot reach you, or your details are wrong, we may not be able to deliver the call you asked for.
Appointments
Appointments are free to you and run by the matched advisor, usually 20 to 30 minutes by phone or video. You can cancel or reschedule. If you cancel, no advisor receives your details.
Text messages
When you consent, we send a one-time code and appointment reminders. Texts may come from us or from the advisor named when you agree. Reply STOP to opt out at any time. We honor it within 10 business days, and send one text to confirm. Reply HELP for help. Message and data rates may apply.
Limits
The site is provided as is. To the extent the law allows, we are not liable for decisions you make from these estimates, or for the actions of an advisor you speak with.
Changes
We may update these terms and the calculators. The current version is the one on this page.
Contact
Questions about these terms: email our support address.