Lasso: Finance Made Simple 4+

Easily build a plan for your most important financial goals in a matter of minutes. Then connect with a financial advisor who will show you exactly how they can help make that plan a success.

BIG GOALS. SIMPLE PLANS.
You can build a plan in minutes with just the basics to save for a house, college, retirement and more. Then play around with how to optimize your plan. And finally, find an advisor who can help you improve it. A simpler, faster financial planning experience, free to you.

SEE PAST THE COMPLEXITY OF TRADITIONAL FINANCIAL PLANNING
Lasso is based on giving you the tools to start planning for your future—with zero financial jargon. Lasso lets you build simple plans that help you get your hands around your goals in a way you can understand. Now, you and your advisor can speak the same language and spend time on what really matters—helping you reach your goals.

CHOOSE THE ADVISOR THAT’S RIGHT FOR YOU.
From the minute you sign up, you’re in control of finding advisors who align with who you are. Research as many advisors as you want to make sure you find one who understands your values, risk level and more.