Financial Planning
In Your Language
Financial advice and guidance for your life when, where, and how you want it.
Financial
Building Blocks
Identify and take action on the simple steps that will have the largest impact on your financial future.
Focus
On what matters
Avoid getting distracted by financial jargon and noise.
Connect
With Advisors
Stay in touch with your advisor through Melius or let us help you find an advisor.
Enter
Your Financial
Data
Melius collects your basic information, allowing us to find inefficiencies in your financial life and help identify your next steps.
We Create
Your Melius
Score
With your information, we create a Melius score based on our industry experience. Use your Melius score to compare with peers and national averages.
Improve your
Melius score
With our Software
And Your Advisor
Work with Melius and your advisor to get to a better financial position.
Continually
Improve
And Test
Resiliance of
Your Plan
Melius continuously tests your plan to gauge how it responds to life events (like the birth of a child, or loss of a job) and the resulting impact on your life.