Explore our case studies.
Streamlining student debt repayment
Imagine being a new graduate with multiple student loans from multiple providers, and multiple options for repayment. For many new grads, student debt is the first big personal finance problem they’ve ever had to deal with. Financial literacy isn’t formally taught, so the cognitive load of figuring out student debt repayment can feel impossible.
Optimizing near-term savings goals
Thanks to providers like Fidelity, people can rely on easy, convenient systems to stay on track with retirement savings. But when it comes to saving for near-term goals (think: vacation, house, or wedding), people tend to be less organized. Some rely on a basic savings account and miss out on other options, like investing. Others lack visibility into how, when, or if they’ll reach their savings goals.
Easing the burden of estate planning
In the event of our death, we can ease the burden of passing along our estate—which comprises everything we own—by having a plan. But too many people don’t think they need a plan. And the process is expensive, intimidating, and depressing. As a result, two-thirds of Americans who should have an estate plan don’t.