The first thing my wife and I were impressed about when we decided to onboard was that they didn’t even talk about the specifics of mutual funds and accounts – they tried to get to the root of how we feel about money, our relationship with money, how we as a couple deal with it. I thought that was really informative. They don’t just care about trying to get a commission, they’re trying to figure us out as humans and how to improve our lives by making better decisions.
