Really helpful!
My financial situation has changed a lot over the last two years (new job, new house, and our first child), so it was extremely helpful to be connected with a solid advisor to help me understand our options and set up a good plan. Such an intuitive platform too!
Response from developer
Thank you for the kind words.
Direct useful information.
I had some questions about how being a newly wed would effect my taxes as well as some other write off questions regarding taxes as well because of rumors I’ve heard at work. Thomas Knight was the gentleman that answered my questions in a very concise and informative manner. I’m sure that what I asked was well on the low end of his qualifications but it gave me assurance to know an experts answer, as well as the links to articles and sites both that could help me further my knowledge on the subject personally if I so desired. I’m very excited to see how I can take the next steps to advance my finances with these experts!
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Response from developer
Thank you for the kind words and for trusting us with your financial planning needs and goals.
Great utility
Very helpful platform for people who are new to managing their finances (correctly)
Response from developer
Hi MatttyQZ, thank you for the kind words.
Finally!
I’ve been searching for a product like what Pattern offers: the combination of financial advice from a financial advisor, as well as robo investing tools. It’s helpful to be able to discuss my financial picture, goals, and options with a real person in the same app as where I’m managing my portfolio.
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Response from developer
Hi MaggieInAtlanta, thank you for the kind words.
Amazing!
I started using pattern financial because I decided it was time to take control of my life seek out assistance in any way I could. This app is so easy to use and they even have a live financial advisor they connected me with to help me with any questions I have like how to maximize for an early retirement. I’m so excited to have stumbled spooky pattern.
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Response from developer
Hi Nathanvv, we're so happy to hear that we could be helpful on your financial journey. Hope you have fun early retirement plans :D.
Awesome mix of tech and human advisor
Started using Pattern to speak to an advisor as we prepare for our first child. We were matched with Thomas and he helped us think through everything from 529 plans to estate planning. Excited to continue transitioning funds from other accounts and have them in one place.
