Why Do You Need Simplifi?
Your life is busy, busy, busy. It’s hard enough to find time to balance your accounts and pay your bills, much less figure out the in’s and out’s of financial planning. SimpliFi offers an easier way to plan for your financial future. SimpliFi is free, easy-to-understand, and available to everyone. Sign up today and start planning your dreams into reality!
Reality Bites... a Little
Most financial planning advice is unrealistic. Spend half and save triple. You have goals you want to achieve, but your not willing to eat ramen noodles? SimpliFi will help you strike a balance between today and tomorrow, so you can achieve your goals without living like a pauper.
The Skinny On Security
No account numbers or Social Security Numbers to enter, no account data transfers, and no data sharing without your permission. SimpliFi uses bank-level security encryption to protect your information, so you can rest easy as you plan your future.
What Is SimpliFi?
The easiest way to get independent, comprehensive financial advice on the Internet. No big words or complicated formulas. No boring spreadsheets. Just tell Sophie where you are and where you want to go, and she’ll do the rest.
Advice you can live with. Isn’t it time to SimpliFi?
What Inspires You?
SimpliFi users have all sorts of reasons for planning their finances. Some have big dreams but no roadmap to achieve them. Some are just starting out and want to be sure they are getting off on the right foot with their money. And some just want to understand where they are today so they can sleep better at night.
What About You?
Why are you interested in planning your financial future? Is it about big dreams or just peace of mind? The long term or the here-and-now? Click here to read some stories of how others have used SimpliFi to take charge of their money and get serious about their financial future. As you read these stories, think about your financial future and what would inspire you to get started!
Who Is Sophie?
Sophie is SimpliFi's Virtual Financial Advisor, and her job is to help guide you through the online planning process. If you get stuck along the way or aren't sure what to do next, just click on Sophie and she will tell you what you need to know. And once you've completed the process, Sophie will email you occasionally to remind to update your plan so you can stay on track. And because she is animated, she will always give you service with a smile!
Sign Up
|
|
