Find your Financial Advisor
Through Habits

We're thrilled to partner with Habits, helping you streamline the process of finding the right financial advisor.

Prior to Habits

A 35-year-old software engineer was managing his money solo - saving regularly and getting advice from podcasts and blogs. But with a baby on the way and plans to buy a home, he knew he needed a smarter plan.

How they used Habits

Through Habits, he and his wife found a financial advisor who understood their situation and helped them prep for large upcoming expenses, optimize their investments, manage taxes and build a plan for the years ahead.

Where they are today

They have now bought a home, set up a college fund, and have a clear strategy for their growing family - with less stress and more confidence in every financial decision.

Why work with an advisor

when you're balancing career, family, and goals.

You’re likely earning well, saving where you can, and doing a great job of DIY-ing your personal finances to progress your situation.

But as life gets more complex - whether you’re thinking about a home, kids, or long-term goals - a financial advisor can help you bring it all together with a clear plan and expert advice, tailored specifically to you.

Find your financial advisor

Jack Boudreau

Co-founder & CEO

“Everybody has a DIY expiration date when it comes to their personal finances.

For me, it was when I left my role at J.P. Morgan and decided to start my own company. For you, maybe that time is now.

I built Habits to ensure that everybody has access to top-tier financial advisors, tailored to their specific aspirations and current financial situation.”

Book time with Jack

The Habits difference

setting you up for financial success

There are over 400,000 financial advisors in the United States, each with different expertise, pricing models and methodologies. 

Through their 1v1 support and proprietary algorithm, Habits handles the heavy lifting when sourcing, evaluating and helping you find the best suited financial advisor.

Find your financial advisor

Frequently Asked Questions

Explore answers to our most frequently asked questions about Habits. Need more help? Contact us.

How much does it cost?

Habits Inc. earns revenue by charging an annual membership fee to the advisors in their network. You will not pay anything to Habits through this process.

Additionally, Habits Inc. ensures that every introductory or first meeting with an advisor does not come with a hidden fee. You only pay once you sign to become a client with your selected financial advisor.

For more detailed information on the costs of working with financial advisors, check out our Guide to Financial Advice.

How many advisors can I meet?

At Habits, there is no limit to the number of advisors you can meet but we recommend that you speak to at least two or three.

How does the algorithm work?

Our algorithm includes criteria set by both our users and advisors. It accounts for your financial situation, preferences and meeting style. This includes details such as your income, balance sheet and what you're looking for in a financial advisor.

Meanwhile, advisors have their own minimums, requirements and compensation structures.

You are presented with a curated list of advisors based on these preferences.

What should I expect in that first meeting with an advisor?

In meeting number one, consider it an opportunity to get to know your advisor, ask any questions and begin to see if you two are a fit. Here's a quick guide on questions you can ask and prepare.

How does Habits select the advisors on its platform?

Habits is an invite only platform and every advisor goes through a one-month application process, involving multiple conversations with different members of the team. Every advisor must also receive approval from our Selection Committee, made up of industry experts including the former Vice Chairman of J.P. Morgan.

What kind of financial advice can I expect to receive?

The beautiful part of Habits, is the diversity of expertise, background and knowledge of its advisor network. You can expect to find guidance across taxes, investing, preparing for life after your career, cash-flow, buying your first house, or anything related to your financial situation. For more details on the advice you can expect to receive, check out our Guide to Financial Advice.

I have another question...

Great. Please contact us by email.

Find your Financial Advisor Through Habits

Find your Financial Advisor
Through Habits