Foundational financial planning for those that need it most
Financial planning leads to financial wellness. Here’s what NesteggAdvisor can do for those who use it:
Save more
Households with financial plans are 2.5x more likely to save enough for retirement.
Reach goals
Households with financial plans set and reach meaningful goals and milestones.
Feel better
83% of individuals with financial plans feel better about their finances after just one year.
Improve decisions
Households with financial plans are 2.5x more likely to save enough for retirement.
Increase productivity
Households with financial plans are 2.5x more likely to save enough for retirement.
Better relationships
Households with financial plans are 2.5x more likely to save enough for retirement.
Financial planning meets financial wellness
The NesteggAdvisor platform combines financial products, tools, and resources to help people plan for the future, understand retirement needs, develop financial literacy, and reach financial goals.
User-led financial planning
Foundational plans include a financial report card and personalized action items that prescribe next steps to improve financial wellness.
Financial literacy and education
Engaging literacy lessons, quizzes, articles, and resources to help households advance their financial knowledge and wellbeing.
Personal financial management tools
Accessible tools to monitor credit scores, create budgets or debt payoff plans, track net worth, set goals, and more.
Support from financial professionals
Foundational plans include a financial report card and personalized action items that prescribe next steps to improve financial wellness.
Who should use NesteggAdvisor?
NesteggAdvisor for Advisors
Looking for a scalable financial planning or financial wellness platform for your prospects, clients, or retirement plans? Discover how NesteggAdvisor can help you access and succeed with the middle market.
NesteggAdvisor for Clients
Looking for a scalable financial planning or financial wellness platform for your prospects, clients, or retirement plans? Discover how NesteggAdvisor can help you access and succeed with the middle market.
Why we request your data
NesteggAdvisor requests profile and planning details (such as your name, email, contact details, and financial profile inputs) so we can deliver personalized planning tools, advisor support, and account security.
- Build your personalized financial plan and recommendations.
- Enable advisor collaboration, onboarding, and customer support.
- Protect your account, prevent abuse, and comply with legal obligations.
Core functionality
- Create foundational financial plans and track progress over time.
- Use financial wellness tools for budgeting, net worth, and retirement planning.
- Work with advisors through guided onboarding, recommendations, and support.
Read our full data practices in our Privacy Policy.
