It’s pretty simple actually. All you need to do is:
That’s it! From there we do the rest:
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:
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.