Best for households with income greater than $150,000 looking to engage in an ongoing relationship. You have reached a point in your life where hiring a professional makes sense. You are a busy professional and want a financial partner to help you navigate a complex financial world. Here is what you get when your partner with Activate Wealth:
Best for those who are early in their career needing help in a few particular areas (i.e. budgeting or student loans). You aren’t ready for ongoing financial planning but would love some assistance getting the ball rolling.