You're the hero

We serve as your financial guide

Learn More Choose Boss
Everyone has money problems

We make managing money fun and easy

Financial Boss is a fee-only fiduciary helping techies achieve their goals by using AI chatbots and applying Agile methods to financial planning.

Literally everyone has money problems.

Step 1: Choose Boss

Start by clicking the Choose Boss button. You can switch bosses whenever you like and adjust their level of sauciness. Our bosses currently communicate through email and SMS, but we hope to add voice and video in the future.

Our bosses are here to listen, keep you on track, and relay your requests to our trained financial professionals, but they do not offer financial advice.

Step 2: Select Plan

Financial Boss makes managing money fun and easy. We currently offer three plans that build your financial foundation through creating awareness to controlling cashflow to investing and advanced planning. Select the plan that makes sense for you now. You can change your plan later.

Step 3: Start Journey

After you complete our form, your Financial Boss will welcome you and share the next steps. Depending on the plan you selected, you may receive an invite to join our financial planning or investment management platforms. We will also generate a Kanban board for you, prioritizing which issues to work on first. Welcome to Financial Boss! We are excited to help you along your journey.

Financial Boss works best for people who

Astronaut in Car

Want to live their best life

You believe in being proactive, and want to design a life with purpose. Others may plod along, but you live with intention, balancing your responsibilities with your ideal life.

Man Multitasking

Feel overwhelmed juggling life

Life demands a lot from you and you rise to the challenge. We help organize and plan your finances, so you can focus on keeping the other balls in the air like work and family.

Woman Meditating

Need help staying focused

You know something about finances. If you had enough time, you could probably figure it out on your own. You are self-aware enough to realize that you need help staying on track.

What our customers are saying

“I'm so busy and it's hard to switch gears between work and family, but thankfully, my Financial Boss keeps me focused on what's important.”
Lisa J
Lisa J.
New York

Get organized

Our Project Management Professionals (PMP®) bring order to your financial life by adapting values from the Agile Manifesto:

  • Favor individuals and interactions over processes and tools
  • Prefer working outcomes over comprehensive planning
  • Collaborate with clients for continuous improvement
  • Respond to changing needs and adjust the plan
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Stay accountable

Our simple insight is that Financial Boss succeeds where other personal finance apps fail because we keep you accountable.

Accountability starts with writing down goals. We begin by pre-populating a Kanban board specific to your unique situation. Our chatbots help you refine and prioritize your goals. They provide status updates and nudge you when we need you.

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Be objective

Our Certified Financial Planners (CFP®) help you avoid making emotionally driven decisions. Our advisors are held to a fiduciary standard. They act in your best interests. We can advise you holistically and help you with a number of financial concerns like managing cashflow, repaying debt, optimizing benefits, saving for college, and investing for retirement.

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Remain proactive

We work with you to anticipate your life transitions, and to be financially prepared for them, so that you can live your best life.

While no one wakes up in a cold sweat in the middle of the night wishing they had a comprehensive financial plan, most of us have experienced some acute financial pain. We provide the antidote so that you don't need to feel that way again.

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60 day money-back guarantee

Start your journey

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