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.

Request an Invite

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.