Introducing Companion
We combine financial tools, behavioral science, and compassionate support to help you move through life with more confidence and less stress. It’s a new kind of financial partner, designed for real people with real goals.
Early access. First 3 sessions free.
How it works
Set a Goal
Choose what you’re working toward, like buying a home, getting a pet, or a vacation.
Build a Personal Plan
Your coach builds a plan just for you, based on your financial profile and goals.
Take Action, Feel Better
Track progress, get support, and build lasting money habits at your own pace.
Who Companion is for?
Companion is built for people who want more than spreadsheets, sales pitches, and products they don’t need—they want real financial support.
- You’re working toward buying a home but aren’t sure where to start
- You want to start a business and need help planning
- You’re combining finances with a partner and want to get on the same page
- You’re thinking about starting a family and want to feel financially prepared
- You’re ready to get out of debt and build lasting habits
- You want to feel less anxious and more in control of your money
and much, much more!
What our customers think
Whether it’s a quick gut check or more in-depth planning, it’s hard to imagine not having this kind of support before. It just gives me peace of mind. - Early User
It’s like having a knowledgeable family member who genuinely care about my success. I’ve never experienced anything like this my bank. - Companion Beta Tester
Why we’re building Companion
Most financial companies sell products.
Companion offers something different: a true partner for your financial life.
Whether you’re planning ahead or picking up the pieces, you deserve support that’s honest, empathetic, and designed for you.
Early access bonus
Join the waitlist today and get:
- 3 sessions free
- VIP access to new features
- Surprise gifts for early users 🎁
