How do I know if I need to speak to a financial professional?

Not everyone needs to speak to a financial professional. However, a financial professional can provide additional guidance and confidence in your financial decisions. You might consider a financial professional if you have additional questions or particularly complex needs.

Are there any requirements to book a package?

You must be a Betterment customer to book a package with one of our CFP® professionals. As long as you have a Betterment account, you are eligible. However, the more preparation you can do in advance (e.g. sync external accounts, create goals, etc), the more value you can get out of speaking with our team. If you’re not a Betterment customer yet, open an account to get started.

Can I choose which financial expert to talk to?

You can’t choose which expert you talk to, but rest assured, the financial experts available for each package are proficient in the subject matter.

What if I’m not satisfied with the package I chose?

If you aren’t happy with the service you received, you are entitled to a full refund within 30 days of your call. See the refund policy below for more information.

Advice Packages

Getting started

45-minute call with a CFP® professional who will provide a step-by-step tutorial to help you set up and optimize your account and answer your questions.

$299
Retirement planning

60-minute call with a CFP® professional to get a holistic review of your situation to help you get on track for your future retirement.

$399
Financial check-up

60-minute call with a CFP® professional to get a review of your current financial situation and investments.

$399
College planning

60-minute call with a CFP® professional to review your family’s financial situation and to help you set a savings plan for higher education.

$399
Marriage planning

60-minute call with you, a loved one, and a CFP® professional to discuss your goals and managing finances together.

$399
Crypto planning

45-minute call with a CFP® professional for guidance on how investing in Betterment’s crypto portfolios makes sense for your situation.

$399

Step 1: Schedule your call.

Pick a time that's convenient for you using our secure, online calendar system.
Step 2: Prepare for your call.

We’ll follow up with a list of items to prepare in advance.
Step 3: Talk to your expert.

Your expert will provide recommendations based on your financial goals and your situation.

Meet Nick, Advisor Team Lead.

A featured investing expert in media outlets like Yahoo Finance, CNBC, and The Wall Street Journal, Nick loves helping people make sense of their complicated financial lives. He and his team provide 1:1 financial planning and investment advice to customers like you.

Frequently asked questions:

How do I know if I need to speak to a financial professional?

Not everyone needs to speak to a financial professional. However, a financial professional can provide additional guidance and confidence in your financial decisions. You might consider a financial professional if you have additional questions or particularly complex needs.
Are there any requirements to book a package?

You must be a Betterment customer to book a package with one of our CFP® professionals. As long as you have a Betterment account, you are eligible. However, the more preparation you can do in advance (e.g. sync external accounts, create goals, etc), the more value you can get out of speaking with our team. If you’re not a Betterment customer yet, open an account to get started.
Can I choose which financial expert to talk to?

You can’t choose which expert you talk to, but rest assured, the financial experts available for each package are proficient in the subject matter.
What if I’m not satisfied with the package I chose?

If you aren’t happy with the service you received, you are entitled to a full refund within 30 days of your call. See the refund policy below for more information.

Talk to a CFP® professional

Get one-on-one professional guidance and a tailored approach to the financial topics on your mind.

Getting started

Retirement planning

Financial check-up

College planning

Marriage planning

Crypto planning

Looking for something more specific?

Step 1: Schedule your call.

Step 2: Prepare for your call.

Step 3: Talk to your expert.