Habits - Finance 17+

Finance

Habits, Inc

Designed for iPad

    • 4.8 • 49 Ratings
    • Free

Screenshots

Description

Unlock your financial potential with Habits—the premier marketplace for top-tier financial advisors across the United States. Perfect for those navigating pivotal life moments—be it buying your first home, welcoming a new child, selling a business, or changing careers. We make it easy to connect with the advisor best suited to your unique financial needs. Habits offers a curated community of vetted professionals ready to guide you every step of the way. Join Habits today and take the first step toward a brighter, more secure financial future.

What’s New

Version 2.0.25

Bug Fixes & Improvements: We've resolved various issues to improve performance and ensure a smoother experience.

Ratings and Reviews

4.8 out of 5
49 Ratings

49 Ratings

shanwny12309 ,

Positioning yourself for success

Like most people in the “scaling” phase of their career, I found myself putting retirement and establishing a financial strategy on the back burner. My goal was to focus on making more money and the rest would sort itself out later.

I am thrilled to have made the connection with the habits team and the utilization of their platform. It takes the stress out of finding the right fit and allows you to easily navigate a multitude of options in order to connect with an advisor who can align with your goals and way of thinking.

Highly recommend this app for anyone who has been putting this seemingly large task off. Take the leap. It is worth it!

Matt Elder ,

Top Notch Service

The Habits team works hard to make sure everyone finds a financial advisor that fits their lifestyle and personality. There’s so many great advisors on the platform, and I trust that each one has been fully vetted which is a great alternative to the spam LinkedIn messages I was used to receiving! The best part is that everything is on your terms.

Grant Vondy ,

Excellent Platform

The Habits team have built an awesome product. Their ability to match-make between advisor and advisee is a gap in the space that they fill perfectly. They’re right that most folks have a “DIY expiration date” when it comes to personal finances. Once that time came for me, Habits was exactly what I needed

App Privacy

The developer, Habits, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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