Financial Planning

In Your Language

Financial advice and guidance for your life when, where, and how you want it.


Building Blocks

Identify and take action on the simple steps that will have the largest impact on your financial future.


On what matters

Avoid getting distracted by financial jargon and noise.


With Advisors

Stay in touch with your advisor through Melius or let us help you find an advisor.

Request an Invite


Your Financial


Melius collects your basic information, allowing us to find inefficiencies in your financial life and help identify your next steps.

We Create

Your Melius


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.



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.