Do you ever feel like you're wandering in the wilderness of financial stress, not knowing where to go for help? Searching for guidance to manage debt, build short-term savings, and ensure the well-being of your family, only to come up empty-handed? If so, we want you to know you're not alone.

Financial Planners earn 1% from $1M of clients assets, equating to a cool $10k/year.

So it's no wonder that, for decades, successful financial service models have existed for the wealthy. They get a model that combines three distinct components: access to a financial planner, creation of a holistic financial plan, and seamless implementation. This approach has consistently worked wonders for the few, helping wealthy clients sleep better at night, confident that they've taken sound financial actions.

1% of assets doesn't work for the rest of us.

But what about you? What if you don't have a million bucks, but a much smaller sum? You might have, say, $10k that can be invested. But 1% of that asset level translates to a mere $100/year of revenue for a planner, which understandably doesn't spark the same enthusiasm among financial planners as the 1%.

The truth is, you share more with the wealthy than you may think. You also wish to protect your family. You aim to be on track for retirement and perhaps aspire to buy a home. And, just like the wealthy, you seek the tranquility that comes with financial security.

This is where Budge comes in.

Our team brings together decades of experience in financial planning and banking technology, and we're focused on channeling all of our expertise to help you. Just like the wealthy, we want to ensure you gain access to:

  1. Personalized financial coaching
  2. A customized plan to organize your finances
  3. Ways to put your money into action easily

Are you ready to eliminate debt, build savings, and gain confidence in your financial future?

If yes, we invite you to check out the Budge app which allows you to automate savings and debt payments across all your accounts from a single clear dashboard. 

Better still, you’ll find a host of videos and other tools to help you better manage your money. And, if you feel like you need a little extra help, you can connect with a Budge financial coach for free. 

Hussain Zaidi, CFP®
CEO

Serial entrepreneur with 20+ years in wealth management & fintech. Co-founded Advizr to simplify financial planning. Currently focusing on tackling the credit card crisis that is affecting 94 million underserved consumers. If you share the same vision, let's connect.