"I've been thrilled with my Habits service in this. You gave 3 excellent referrals, each with a slightly varied approach and style. This gave me a real choice with the strategy I wanted to move forward with."
"Every attorney gets a call from some product pusher once they graduate. It led me to believe that I had to do everything myself or get scammed. I'm so glad I found Habits. It made life a lot easier."
"My wife and I had never considered a financial advisor before hearing about Habits. When I met Jack and his team, they made a few warm intros and from there we were in control. I loved that."