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Advisor Suite

Find the right professional, the right path, the right structure

Match your situation to the advisor, trust, or career that actually fits.

The Advisor Suite answers questions where "it depends" is the honest answer. Should you hire a CFP or a CPA or an estate attorney? A revocable living trust or an ILIT? Pivot to product management or stay an IC? Each tool walks you through your situation and ranks the options by fit, with the reasoning shown. When the answer is a professional, you also see what they typically cost — percentage-of-assets fees, flat fees, hourly rates — so you know how they charge before the first meeting.

Nothing here is a sales funnel. We don't take referral fees and we don't hide the scoring rules. If a tool says you should hire an estate attorney before a wealth manager, you can see exactly why.

All 14 recommenders in this suite

Each tool walks you through your situation and ranks the options by fit, with the reasoning shown.

All 14 decision advisors in this suite

Facing a big decision? These advisors rank your options and explain the tradeoffs — instantly, free, and nothing you type leaves your browser.

All advisors

Guides for this suite

Worked examples and explainers that pair with the recommenders above.

View all 2 guides

Other suites

Once you know which professional to hire, the calculators in the Financial and Budget Suites are the starting points for the conversation.