The Financial Advisor in your pocket.

There is no one-size-fits-all. Our platform makes it simple to receive personalized financial and investment advice and a holistic view of your finances. Your results are tailored to you and your goals. And we offer all of this for a fee far lower than the industry average.

3NickelsU

3NickelsU is a self-paced interactive course designed to teach you principles of personal money management. In a few hours, you will have the resources you need to tackle your financial goals. And the 3NickelsU team is here along the way!

• Over 30 lectures ($80 value)
• 1 financial coaching session ($250 value/session)
• Weekly live Q&A
• Weekly quizzes
• Certificate of completion

3Nickels App

The 3Nickels app makes it simple to receive personalized advice and a holistic view of your finances. The results are tailored to your goals. This allows you to connect all of your finances in one place, letting us do the heavy lifting for you.

• 3Nickels Advice version for 2 months ($29.98 value)
• Advice on household accounts
• Educational resources
• Financial Fitness scoring