You can get to know us for free through our Learn platform and transition into models that allow for more personal planning along the way.


Our free platform offers powerful technology to organize your financial life.

Start Learning for Free


Our first-step platform gives you the ability to invest using online technology.

Invest in Your Future


A one-time fee unlocks the value of partnering with an advisor on your financial goals.

Tackle Your Financial Challenges


Our most comprehensive platform truly gives you effortless financial planning with technology and a personal touch.

Build Your Future Now

Questions? Contact us. We’re here to help.


3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431

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