Club Money is a community approach to reducing financial stress. Members get advice about money as part of a group, while keeping their information private. Instead of personal finance, it’s more like social finance. The advice is provided by Certified Financial Planner® professionals.

What kind of money advice can I expect?

Club Money delivers customized, easy-to-understand financial check-ins, all within an app. The advice focuses on making everyday money decisions less stressful. Money tips might include how to set financial goals, manage income and expenses, save more money, optimize savings across cash and retirement accounts, and pay down debt. While you might learn more about different types of investments and how they work, Club Money does not provide investment advice — meaning no stock tips, insurance policies, or crypto strategies.

What’s a Certified Financial Planner®?

A Certified Financial Planner® (CFP) is a financial advisor with the credentials to provide holistic financial planning services. CFP professionals help people with all aspects of money management, from goal setting to saving to long-term planning.

Who is Club Money for?

Club Money is for everyone! Each group in Club Money is a safe space to ask questions, anonymously, and get money tips together with people who are similar to you.