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Why do I need help from a planner?

Remember, we are all about real talk and will give you an accurate and honest assessment of your situation. Our process will help you to think differently about your money, to plan better and make better decisions. If you don't do it for yourself then who will? Plus, you'll be better prepared for an emergency expense, if it arises (and it will). Our planners want to help you get ahead and live on a stronger foundation, no judgements, no intimidating conversations, it's easy.

What if I don't know anything about personal finance?

Then you are definitely in the right place because, RealTalk has the team and the technology to make sure you're comfortable with your new plan. Everything is delivered in small manageable updates. There is no cold turkey approach to any of this. It's a process and we will be with you every step of the way.

I'm in a serious relationship, or married. Can we do this together?

Absolutely! Our system is flexible and can work with any way you want to organize things. If you want to have a merged view of your plan, you can create your own custom categories of bills and income that you are each responsible for, or you can both have your own standalone budget running simultaneously and use our Birds Eye Plan® to see only the totals merged together. It's a great chance to share some information with each other without having your individual expenses visible.

How can you offer all this for free?

There is no catch. Our system is free for anyone that needs to organize their expenses and get a better grip on where they are and where their going. Premium features such as full-service debt management, comprehensive action plans and portfolio reviews are available with one of our paid subscriptions and also through our RealSocial plan. Where you can gain credits towards premium features by just helping us spread the word. You can do that by posting a Tweet or sharing us with your friends on Facebook, Instagram, Snapchat, Google+ and LinkedIn, that's it!

Do I get a certified advisor assigned to me?

Yes you do. In the upper right-hand corner of your Dashboard, you will see the personal advisor that has been assigned to you. You can click on their name or photo to get a summary of who they are and how to contact them. We have a nationwide network of advisors that are available to give you advice when you need it.

Can I visit with a certified advisor?

In order to keep our costs low, the vast majority of our interactions will be over the phone or web. When your financial picture is clearer, there are some advanced services that the advisor will go over with you, and if your situation requires one-on-one interaction, the solution will be determined by your advisor.

Are your planners licensed?

Yes. All of our financial staff are certified advisors and insurance brokers in their respective states and regional areas, and are registered with the SEC.

Why do I need help from a planner?

Remember, we are all about real talk and will give you an accurate and honest assessment of your situation. Our process will help you to think differently about your money, to plan better and make better decisions. If you don't do it for yourself then who will? Plus, you'll be better prepared for an emergency expense, if it arises (and it will). Our planners want to help you get ahead and live on a stronger foundation, no judgements, no intimidating conversations, it's easy.

What if I don't know anything about personal finance?

Then you are definitely in the right place because, RealTalk has the team and the technology to make sure you're comfortable with your new plan. Everything is delivered in small manageable updates. There is no cold turkey approach to any of this. It's a process and we will be with you every step of the way.

I'm in a serious relationship, or married. Can we do this together?

Absolutely! Our system is flexible and can work with any way you want to organize things. If you want to have a merged view of your plan, you can create your own custom categories of bills and income that you are each responsible for, or you can both have your own standalone budget running simultaneously and use our Birds Eye Plan® to see only the totals merged together. It's a great chance to share some information with each other without having your individual expenses visible.

How can you offer all this for free?

There is no catch. Our system is free for anyone that needs to organize their expenses and get a better grip on where they are and where their going. Premium features such as full-service debt management, comprehensive action plans and portfolio reviews are available with one of our paid subscriptions and also through our RealSocial plan. Where you can gain credits towards premium features by just helping us spread the word. You can do that by posting a Tweet or sharing us with your friends on Facebook, Instagram, Snapchat, Google+ and LinkedIn, that's it!

Do I get a certified advisor assigned to me?

Yes you do. In the upper right-hand corner of your Dashboard, you will see the personal advisor that has been assigned to you. You can click on their name or photo to get a summary of who they are and how to contact them. We have a nationwide network of advisors that are available to give you advice when you need it.

Can I visit with a certified advisor?

In order to keep our costs low, the vast majority of our interactions will be over the phone or web. When your financial picture is clearer, there are some advanced services that the advisor will go over with you, and if your situation requires one-on-one interaction, the solution will be determined by your advisor.

Are your planners licensed?

Yes. All of our financial staff are certified advisors and insurance brokers in their respective states and regional areas, and are registered with the SEC.

Why do I need help from a planner?

Remember, we are all about real talk and will give you an accurate and honest assessment of your situation. Our process will help you to think differently about your money, to plan better and make better decisions. If you don't do it for yourself then who will? Plus, you'll be better prepared for an emergency expense, if it arises (and it will). Our planners want to help you get ahead and live on a stronger foundation, no judgements, no intimidating conversations, it's easy.

What if I don't know anything about personal finance?

Then you are definitely in the right place because, RealTalk has the team and the technology to make sure you're comfortable with your new plan. Everything is delivered in small manageable updates. There is no cold turkey approach to any of this. It's a process and we will be with you every step of the way.

I'm in a serious relationship, or married. Can we do this together?

Absolutely! Our system is flexible and can work with any way you want to organize things. If you want to have a merged view of your plan, you can create your own custom categories of bills and income that you are each responsible for, or you can both have your own standalone budget running simultaneously and use our Birds Eye Plan® to see only the totals merged together. It's a great chance to share some information with each other without having your individual expenses visible.

How can you offer all this for free?

There is no catch. Our system is free for anyone that needs to organize their expenses and get a better grip on where they are and where their going. Premium features such as full-service debt management, comprehensive action plans and portfolio reviews are available with one of our paid subscriptions and also through our RealSocial plan. Where you can gain credits towards premium features by just helping us spread the word. You can do that by posting a Tweet or sharing us with your friends on Facebook, Instagram, Snapchat, Google+ and LinkedIn, that's it!

Do I get a certified advisor assigned to me?

Yes you do. In the upper right-hand corner of your Dashboard, you will see the personal advisor that has been assigned to you. You can click on their name or photo to get a summary of who they are and how to contact them. We have a nationwide network of advisors that are available to give you advice when you need it.

Can I visit with a certified advisor?

In order to keep our costs low, the vast majority of our interactions will be over the phone or web. When your financial picture is clearer, there are some advanced services that the advisor will go over with you, and if your situation requires one-on-one interaction, the solution will be determined by your advisor.

Are your planners licensed?

Yes. All of our financial staff are certified advisors and insurance brokers in their respective states and regional areas, and are registered with the SEC.

Why do I need help from a planner?

Remember, we are all about real talk and will give you an accurate and honest assessment of your situation. Our process will help you to think differently about your money, to plan better and make better decisions. If you don't do it for yourself then who will? Plus, you'll be better prepared for an emergency expense, if it arises (and it will). Our planners want to help you get ahead and live on a stronger foundation, no judgements, no intimidating conversations, it's easy.

What if I don't know anything about personal finance?

Then you are definitely in the right place because, RealTalk has the team and the technology to make sure you're comfortable with your new plan. Everything is delivered in small manageable updates. There is no cold turkey approach to any of this. It's a process and we will be with you every step of the way.

I'm in a serious relationship, or married. Can we do this together?

Absolutely! Our system is flexible and can work with any way you want to organize things. If you want to have a merged view of your plan, you can create your own custom categories of bills and income that you are each responsible for, or you can both have your own standalone budget running simultaneously and use our Birds Eye Plan® to see only the totals merged together. It's a great chance to share some information with each other without having your individual expenses visible.

How can you offer all this for free?

There is no catch. Our system is free for anyone that needs to organize their expenses and get a better grip on where they are and where their going. Premium features such as full-service debt management, comprehensive action plans and portfolio reviews are available with one of our paid subscriptions and also through our RealSocial plan. Where you can gain credits towards premium features by just helping us spread the word. You can do that by posting a Tweet or sharing us with your friends on Facebook, Instagram, Snapchat, Google+ and LinkedIn, that's it!

Do I get a certified advisor assigned to me?

Yes you do. In the upper right-hand corner of your Dashboard, you will see the personal advisor that has been assigned to you. You can click on their name or photo to get a summary of who they are and how to contact them. We have a nationwide network of advisors that are available to give you advice when you need it.

Can I visit with a certified advisor?

In order to keep our costs low, the vast majority of our interactions will be over the phone or web. When your financial picture is clearer, there are some advanced services that the advisor will go over with you, and if your situation requires one-on-one interaction, the solution will be determined by your advisor.

Are your planners licensed?

Yes. All of our financial staff are certified advisors and insurance brokers in their respective states and regional areas, and are registered with the SEC.

Why do I need help from a planner?

Remember, we are all about real talk and will give you an accurate and honest assessment of your situation. Our process will help you to think differently about your money, to plan better and make better decisions. If you don't do it for yourself then who will? Plus, you'll be better prepared for an emergency expense, if it arises (and it will). Our planners want to help you get ahead and live on a stronger foundation, no judgements, no intimidating conversations, it's easy.

What if I don't know anything about personal finance?

Then you are definitely in the right place because, RealTalk has the team and the technology to make sure you're comfortable with your new plan. Everything is delivered in small manageable updates. There is no cold turkey approach to any of this. It's a process and we will be with you every step of the way.

I'm in a serious relationship, or married. Can we do this together?

Absolutely! Our system is flexible and can work with any way you want to organize things. If you want to have a merged view of your plan, you can create your own custom categories of bills and income that you are each responsible for, or you can both have your own standalone budget running simultaneously and use our Birds Eye Plan® to see only the totals merged together. It's a great chance to share some information with each other without having your individual expenses visible.

How can you offer all this for free?

There is no catch. Our system is free for anyone that needs to organize their expenses and get a better grip on where they are and where their going. Premium features such as full-service debt management, comprehensive action plans and portfolio reviews are available with one of our paid subscriptions and also through our RealSocial plan. Where you can gain credits towards premium features by just helping us spread the word. You can do that by posting a Tweet or sharing us with your friends on Facebook, Instagram, Snapchat, Google+ and LinkedIn, that's it!

Do I get a certified advisor assigned to me?

Yes you do. In the upper right-hand corner of your Dashboard, you will see the personal advisor that has been assigned to you. You can click on their name or photo to get a summary of who they are and how to contact them. We have a nationwide network of advisors that are available to give you advice when you need it.

Can I visit with a certified advisor?

In order to keep our costs low, the vast majority of our interactions will be over the phone or web. When your financial picture is clearer, there are some advanced services that the advisor will go over with you, and if your situation requires one-on-one interaction, the solution will be determined by your advisor.

Are your planners licensed?

Yes. All of our financial staff are certified advisors and insurance brokers in their respective states and regional areas, and are registered with the SEC.