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Willie R., Personal Loan member,
Greg P., CFP®, SoFi Financial Planner
Get a clear picture of your current financial landscape and the strategies you can use to hit your financial goals.
Learn tactics for maintaining good spending habits.
Discover ways to leverage debt positively by balancing repayment and saving for long-term goals.
Understand what it takes to build an emergency fund—while also saving for the future.
Create an investment strategy that takes into consideration your goals and risk tolerance.
Start preparing for unexpected accidents or disability with comprehensive insurance.
From paying down debt to buying a home, our financial planners can help you clarify your financial picture as you prepare for whatever’s next.
Our team of full-time planners have worked with thousands of clients
and bring years of expertise to every conversation.
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in mind—no upselling, no quotas, no ulterior motives.
You can come to us with any financial issue, large or small—it doesn’t
need to be an enormous challenge to be worthy of a conversation.
Start off by downloading the app and setting up a call with one of our planners for an exploratory conversation.
After the chat, your planner will help you analyze your situation and walk through some next steps and alternatives.
Arrange a follow-up chat down the line to talk through your progress. And you can always reach out at any time, too.
This is not an offer, or solicitation of any offer to buy or sell any security, investment or other product.
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The umbrella term “SoFi Invest” refers to the two investment and trading platforms operated by Social Finance, Inc. and its affiliates (described below). Individual customer accounts may be subject to the terms applicable to one or more of the platforms below.
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SoFi Financial Planners Board of Standards Inc. (CFP Board) owns the certification marks CFP®, SoFi Financial Planners™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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SoFi Plus members can schedule an unlimited number of appointments with a financial planner during periods in which the SoFi Plus member meets the eligibility criteria set forth in section 10(a) of the SoFi Plus Terms and Conditions. SoFi members who are not members of SoFi Plus can schedule one (1) appointment with a financial planner. The ability to schedule appointments is subject to financial planner availability. SoFi reserves the right to change or terminate this benefit at any time with or without notice. Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.