Habits is a venture-backed startup with notable investors that includes former operators at AMEX Ventures, Techstars, J.P. Morgan Chase & Co., Charles Schwab, Pandora, Goldman Sachs, Mastercard, Visa and Fidelity.
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Explore answers to our most frequently asked questions about Habits. Need more help? Contact us.
At Habits, there is no limit to the number of advisors you can meet but we recommend that you speak to at least two or three.
Our algorithm includes criteria set by both our users and advisors. It accounts for your financial situation, preferences and meeting style. This includes details such as your income, balance sheet and what you're looking for in a financial advisor.
Meanwhile, advisors have their own minimums, requirements and compensation structures.
You are presented with a curated list of advisors based on these preferences.
In meeting number one, consider it an opportunity to get to know your advisor, ask any questions and begin to see if you two are a fit. Here's a quick guide on questions you can ask and prepare.
Habits is an invite only platform and every advisor goes through a one-month application process, involving multiple conversations with different members of the team. Every advisor must also receive approval from our Selection Committee, made up of industry experts including the former Vice Chairman of J.P. Morgan.
The beautiful part of Habits, is the diversity of expertise, background and knowledge of its advisor network. You can expect to find guidance across taxes, investing, preparing for life after your career, cash-flow, buying your first house, or anything related to your financial situation. For more details on the advice you can expect to receive, check out our Guide to Financial Advice.
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