How It Works

It’s pretty simple actually. All you need to do is:

  1. Join. Accept your invitation to use Melius.
  2. Enter Data. Enter some basic information about your financial background (like your salary and amount of money in your savings account).

That’s it! From there we do the rest:

  • Generate Reports. We generate a free personalized financial report, as well as tips and recommendations on how to improve your financial plan.
  • Organize. Melius conveniently organizes all of your financials in one place.
  • Educate. We teach you the financial building blocks in simple, jargon-free language.
  • Communicate with Your Advisor. We allow you to communicate with your financial advisor through our messaging service, where you can ask targeted questions about your financial report and personalized recommendations.

Why Create Melius?

We are both consumers and advisors that felt there has to be a better way to distribute financial information. We want simple, actionable, impactful advice to be accessible to everyone with the understanding that it is better for both advisors and consumers. Observing the financial world, we were struck by the universal use of financial jargon and the overwhelming focus on the nitty-gritty details of financial plans. This has lead to an unfortunate state of affairs: confused consumers spending time on the less important parts of their financial well-being, missing the simple steps.

Guided by the principles of the 80/20 rule, which says focus on the 20% of actions that give you 80% of results, we created Melius to change how financial planning is consumed forever by doing two things obsessively well:

  1. Deliver the simple steps people can take to deliver the biggest impact on their financial future.
  2. Give people a financial education in a language they can understand.

Having worked as financial advisors ourselves, the most common question we heard was “where do I start?”. Melius is our answer to that important question.

Contact Us

Feel free to contact us at anytime

P: 508-443-1333