Fantastic UX
Very clean design and fantastic experience on the user side. Lots of very knowledgeable and seasoned advisors willing to help for all types of situations, which is a very unique.
Easy and authentic help for your finances
Very straight forward on-boarding. You have control to chose an Advisor that fits your needs and personality. And they’ve all been vetted. Gives you peace of mind and will be efficient with your time.
Finally!
I’m so glad that my friend recommended Habits to me. Jack and his team have been very easy to work with and their app is awesome!
Very helpful
I met helpful financial advisors through Habits that I would not have met otherwise. Thank you to the team!
Jack and team are awesome!
This is wicked
Finance Matchmaking
Using Habits made what seemed like a daunting task much more manageable. I was able to quickly input high level information and be matched with several advisors based on my parameters. Great app!
Excellent Platform
The Habits team have built an awesome product. Their ability to match-make between advisor and advisee is a gap in the space that they fill perfectly. They’re right that most folks have a “DIY expiration date” when it comes to personal finances. Once that time came for me, Habits was exactly what I needed
Show more
Great app
Super helpful!
Great new concept
This is SUCH a better way to go about finding a financial advisor than before. Really liking it so far
All Kinds of Value 🤝🏼
Habits assisted me in navigating my intricate financial questions. Fantastic UI and unbelievable value.
Super simple
Had a little trouble with logging in and didn’t understand why I needed to be verified, but overall had a few conversations. The advisors are really good. Didn’t end up working with one. I’ll likely come back to this one I’m ready in a year or two after my wedding
Positioning yourself for success
Like most people in the “scaling” phase of their career, I found myself putting retirement and establishing a financial strategy on the back burner. My goal was to focus on making more money and the rest would sort itself out later.
I am thrilled to have made the connection with the habits team and the utilization of their platform. It takes the stress out of finding the right fit and allows you to easily navigate a multitude of options in order to connect with an advisor who can align with your goals and way of thinking.
Highly recommend this app for anyone who has been putting this seemingly large task off. Take the leap. It is worth it!
I am thrilled to have made the connection with the habits team and the utilization of their platform. It takes the stress out of finding the right fit and allows you to easily navigate a multitude of options in order to connect with an advisor who can align with your goals and way of thinking.
Highly recommend this app for anyone who has been putting this seemingly large task off. Take the leap. It is worth it!
Show more
Highly recommend
Love this service/app.
One stop shop for finances
So happy to find an app that I can add everything into one place. Helps me track where my money is and where it is going. Reduces so much time having to login to separate accounts and the advisors are so helpful in answering questions.
i’m so happy this exists
As a GenZ, this is exactly what I was looking for and needed
Top Notch Service
The Habits team works hard to make sure everyone finds a financial advisor that fits their lifestyle and personality. There’s so many great advisors on the platform, and I trust that each one has been fully vetted which is a great alternative to the spam LinkedIn messages I was used to receiving! The best part is that everything is on your terms.
Show more
Game Changer for Financial Planning ⭐️⭐️⭐️⭐️⭐️
Habits has been a game-changer for my husband and me as we start planning for the next stage of our lives. The app’s combination of professional service, tailored data insights, and trustworthy advisors has made financial planning feel approachable and achievable.
It’s like having a personal financial roadmap built just for us!
If you’re looking for a reliable tool to help with financial planning, especially for major life changes like expanding your family, I can’t recommend Habits enough.
Five stars all the way!
It’s like having a personal financial roadmap built just for us!
If you’re looking for a reliable tool to help with financial planning, especially for major life changes like expanding your family, I can’t recommend Habits enough.
Five stars all the way!
Show more
Simple & Effective
This app made it easy to walk through and find an advisor without having much of a financial background or even idea of what advisor would fit me right off the bat. Now I’ve got someone that matches well with my goals and lifestyle
Amazing app by a fantastic team!
The habits team has absolutely crushed the development of this app, and platform. Can’t wait to see what’s next!
Finally!
Exactly what I’ve been looking for
