Financial freedom should be accessible to everyone.
Fifr is designed and priced to help you find your path to financial freedom, regardless of your starting point.
Start Strong, Stay Ahead
As you begin your career, Fifr can help you take the first steps towards financial freedom with personal budgeting, building savings, and becoming an investor. Now that you’re working hard for your money, Fifr can help make your money work for you.
Tax-efficient
investing
Take full advantage of tax-efficient accounts early.
Automated financial optimization
Use Fifr’s platform to put good financial habits on autopilot, with professional oversight.
Debt management
strategies
Receive expert guidance on refinancing and optimize your debt repayment strategy.
Elevate Your Financial Strategy
With years of experience behind you, have you thought about optimizing your financial plan? Fifr offers tailored advice on maximizing retirement savings, tax-efficient investment strategies, and finding financial freedom. We help experienced professionals refine portfolios, plan for major life events, and secure your hard-earned financial future.
Tax-efficient
investing
Ensure you're leveraging every available tax advantage to maximize your long-term savings.
Optimizing asset
allocation
Fine-tune your investment mix to balance growth, risk, and your evolving financial goals.
Understanding
career decisions
Make the most of job transitions with smart financial choices like benefits selections, managing stock options or benefits rollovers.
Plan Today, Secure Tomorrow
Balancing the needs of today with the goals of tomorrow can be challenging for families. Fifr provides personalized advice on family goals like managing a household budget, building a nest egg for retirement, and determining college savings plans. We'll work with you to create a financial plan that safeguards your family's future.
Maximizing
benefits
Unlock the full potential of your employer benefits to enhance your family’s financial security.
Home purchase
planning
Make informed decisions when buying a home to ensure it fits your financial and family goals.
Long-term &
education planning
Strategically save for major life events, from retirement to your children’s education.
Learn, Save, Succeed
Getting a head start on personal finances can make all the difference. Fifr guides students in building strong financial habits, managing student debt, and exploring appropriate investment opportunities. We help you build a strong financial foundation so that you can move confidently into the next stage of life.
Debt management
strategies
Receive expert guidance on refinancing and optimize your debt repayment strategy.
Compounding strong financial habits early
Set the foundation for lifelong financial success by establishing smart saving and investing habits.
Understanding career
decisions
Understand the financial impact of different career paths.
FAQs
Common questions we hear from prospective members.
Fifr is built for anyone looking for financial wellness. Our flat-fee structure gives you the same access to our financial wellness platform regardless of your net worth or income size.
Yes! Our financial planning includes debt relief strategies. We'll work closely with you to create a plan that helps you manage and pay down your debt effectively.
Fifr is uniquely designed to be at the intersection of technology and finance, offering a dynamic financial plan that updates in real-time paired with unlimited access to licensed professionals. And unlike many traditional advisors, our flat fee remains the same as your wealth grows.
Want to see if Fifr is right for you?
Check out how we can help you, no matter what stage of your financial journey you’re in.
Member retention rate since inception
Average response time to member inquiries