What it is...
Consider us your fact-checker or your second opinion source. Or, simply consider us your unbiased financial advisor in your pocket, available in real-time at your fingertips.
How it works...
Just tap the advisor request button in the app, and a certified Snappy FI financial advisor will immediately engage with you to answer your financial questions and/or guide you through your financial concerns.
Who can use it...
Currently, Snappy FI is only offered as an employee benefit to companies with whom we have contracted our services. Later in 2018, a direct-to-consumer version will be made available to individual users.
Why we built it…
Because personal finance is hard to understand!
Personal finance can be boring, stressful, complex, and laborious. If you approach it in small, timely doses, you can be more effective at it and feel more empowered by it. With some education and encouragement from our Snappy FI advisors, we think you can grow better equipped to make great financial decisions throughout your lifetime.
Because unbiased financial advice is hard to get!
Professional financial advice is not available to everyone. Brokerage companies are only interested in providing advice to those with significant wealth. Since the majority of the U.S. population doesn’t “qualify” to meet with a financial advisor under the current, albeit faulty, brokerage company model, it results in an underserved, undereducated market of financial consumers. We are here for them. Everybody has financial questions and concerns. They only differ in context.
Because financial advice can come with hefty fees!
In the investment brokerage industry, financial advice is always coupled with financial product sales. ALWAYS! NEVER AN EXCEPTION! And it ain’t cheap, but it also ain’t rocket science! Our promise to you is to equip you make better financial decisions. A large part of this commitment is to help you avoid unnecessary fees that are often glossed over or left undisclosed by financial sales professionals. For the price of streaming your favorite movies or music online, Snappy FI can save you thousands of dollars over your lifetime just by educating you on fees inside of investment products.