Find your Financial Advisor
Through Habits

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

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
Growing up, this player always stood out on the court. From the age of 15, he was scouted as a 5-star recruit and started to feel the huge expectations placed upon him. As the first in his family to go to college, he faced immense pressure to succeed, both academically and athletically.
How they used Habits
Through Habits, he was able to connect with a financial advisor who understood the nuances of his position. They calculated a monthly spending plan that allowed him to enjoy his income, while accounting for the tax and expenses he needed to pay as well as saving/investing for his future. They worked together to build a strategy where through monetizing his growing Instagram audience and investing in the stock market, he was able to purchase a home and his dream car.
Where they are today
After playing in the NBA’s G League, he has continued his professional basketball career in overseas leagues across Turkey, Germany and Taiwan. Off the court, he has built an impressive social media presence with 50,000+ followers on Instagram, working with notable brands like Body Armor, Liquid IV and Lululemon. He now has nearly a million dollars saved and invested for him and his family to enjoy once his basketball career is over.
Why work with an advisor
as a college athlete
A financial advisor helps you grow and protect your earnings, while also providing you with the options and education to achieve your goals outside of athletics.

All professional athletes have someone who manages their money. It allows them to level up in life and business. These athletes avoid the all too common mistakes that can come from earning large amounts without knowing how to pay your taxes and plan for life after athletics.
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.”
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.
Next steps in the process
Three easy steps to start receiving personalized financial guidance
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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?
How does the algorithm work?
What should I expect in that first meeting with an advisor?
How does Habits select the advisors on its platform?
What kind of financial advice can I expect to receive?
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