MoneyMatters.
Financial advisors aren't taboo. They're essential
When you're sick, go to your doctor. In legal trouble, to your lawyer. Dark thoughts, your therapist...
But why isn't a financial advisor equally important when your finances play a larger role in your overall health, business, and sanity?
Free content is everywhere. Free next steps aren't.
Online and social media resources stop at education and rarely get you to action. MoneyMatters starts with a real test you can act on, not another article to read.
We built the opposite, designed to give you leverage.
Basic tools, all formulas visible, to equip you with knowledge of your needs BEFORE seeking advice.
Vetted advisors, incentivized to give you the best advice. The MoneyMatters team matches you with Advisors and is there every step of the way.
How it works
The 3-step path
See where you stand
Go deeper
Level up with an advisor
What's the catch?
MoneyMatters process is free for you because advisors pay us when you choose to connect, not you. That fee never affects your match: every advisor is CFP®-certified, fee-only, and fiduciary, full stop.
Your data is only shared when you explicitly choose to connect. Never by default, never sold to anyone else.
General questions or press inquiries: hello@money-matters.site.
Questions
What's actually free?
The Financial Health Score and Net Worth diagnostics, and the Budget, Retirement, and Investment tools: all free, no signup wall to try them. Creating an account (via a magic-link email, no password) saves your results and unlocks the community and advisor matching.
What will MoneyMatters+ include?
Advanced versions of the tools, new tools as we release them, explainer and how-to videos, webinar access, and advisor Q&A sessions, all in one subscription once it opens. Coming soon.
Is this financial advice?
No. MoneyMatters tools are educational. For decisions with major consequences, connect with one of our vetted advisors or another licensed financial professional.
How do you actually vet advisors?
Every advisor in our network is confirmed CFP®-certified, fee-only (no commissions), and held to a fiduciary standard before they're allowed in front of any user.
Get a hold of your own circumstances first.
Walk into an advisor's office already organized, instead of showing up with a pile of paperwork and no clear starting point. MoneyMatters gives you that leverage as the client, because the advisor is supposed to work for you. Not the other way around.