Find your Financial Advisor
Through Habits

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

User Case Study

Prior to Habits

This person had always managed his finances himself - following advice from influencers, podcasts, and the occasional ChatGPT search. He was earning well, had some savings, but with a recent promotion and plans to move his family into a larger home, he started thinking more seriously about his broader financial picture.

How they used Habits

Through Habits, he connected with a financial advisor that understood his situation, helped him get organized and think long-term. They created a clear plan for managing cash flow, investing beyond his 401(k), and saving for his kids’ college. His advisor walked him through how a home upgrade would impact his finances and gave him the confidence to move forward without second-guessing every decision.

Where they are today

He now has a complete financial plan, not just a retirement strategy. He feels in control of his money, has a roadmap for the next decade, and no longer relies on piecemeal advice from the internet. With professional guidance, he’s taken the guesswork out of his financial life - and has more time to focus on the things that matter most.

Why work with an advisor

as a busy professional balancing life, career and money

You’ve done a solid job managing your finances so far, but as life evolves, so do your financial decisions. Whether you’re navigating a new job, planning for your kids’ future, thinking about buying a home, or just want to make smarter investment choices, a financial advisor can help you zoom out and build a plan that ties it all together.
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With the right advisor, you gain more than just financial expertise - you gain a trusted partner to help you move forward with confidence and clarity.

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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.”

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

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Frequently Asked Questions

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

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