Worry less about your money and spend time on what matters.
Discover a financial wellness tool and coach designed to spark true financial independence.
Worry Less about your money and
Spend time on what matters!
Discover a financial wellness tool with a coach designed to spark true financial independence.
THE EASE OF TECHNOLOGY
Work smarter, not harder
Spark is a financial wellness mobile app that coaches you through core themes of comprehensive financial planning - in just 3 minutes a week.
- Financial Planning
- Budgeting
- Financial Education
- Goal Setting
- Account Aggregation
- Net Worth Tracking
THE POWER OF A RELATIONSHIP
Real advice from real people
You deserve better than being delegated to a robot and left to figure the rest out on your own. With Spark, you have a coach for life's major moments.
- Income Changes
- Retirement Planning
- Life Insurance
- Inheritance Guidance
- Estate Planning
- Life Changes
INSIGHTFUL INVESTING
Investing made easy
Spark offers a low-cost investing platform and the guidance of an advisor. Every step of your journey to financial independence is important, and you shouldn’t be excluded from sound advice if you’re just getting started. Plan and invest for retirement and other large purchases like housing and college expenses.
- Low Investment Minimum
- Tax Efficient Investing
- Access to Active Management
- Tax-Loss Harvesting
Spark TRUE Financial Independence
Spark is an online financial wellness tool coupled with a real-life financial coach, because all levels of wealth should be served well.
Advisor Insight
Your own personal financial coach to help guide you on the journey to financial independence. A real person to give you real advice.
Financial Accountability
An app with gentle nudges and reminders to help you stay on budget and on track for your goals.
Custom Tips and To-Dos
Unique app settings for your unique circumstances. Keep track of what to do and where you're headed.
Personalized Goals
No more generic goals and one-size-fits-all approaches. Goal-setting capabilities that cater to your life and money.
Diversified Portfolios
Investment portfolios built with the objective best suited for you and diversified to help provide a buffer against risk. 1
Financial Education
Free resources to help you better understand your money. Videos, blogs, and more at your fingertips.
- There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Smart pricing
Financial Advice Priced For Everyone
Getting your finances in order shouldn't cost an arm and a leg. After all, you are trying to build wealth, right? That's why we've priced Spark at an attainable level for all.
App Only
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Access To Spark App
Coaching Plan
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Access To Spark App
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Annual Goal Planning Meeting
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Ongoing Financial Coaching
Investing Plan
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Access To Spark App
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Actively Managed Investments
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Tax Loss Harvesting
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Ongoing Financial Coaching
Premium Plan
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Access To Spark App
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Everything In Coaching Plan
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Everything in Investing Plan
