About

We believe everyone deserves a Plan for their money

Our mission is to simplify the path to financial balance through evidence-based design and cutting edge technology, so that you can stress less about money and focus on what you love.

Meet the Team

Melissa Pancoast

Melissa Pancoast

CEO &Founder

Alex Orozco

Alex Orozco

Design Lead

Jeff Browning

Jeff Browning

CTO

Nick Bielak

Nick Bielak

Software Engineer

Rachel Fawcett

Rachel Fawcett

Dir of Partnerships