Custom advice to fit your

Most financial advisors charge you separately for a financial plan versus just investment advice. With 3Nickels, you can have it all!

The 3Nickels Advice tier offers personalized advice so that you can achieve any and all of your financial goals. Whether that’s paying off debt, buying a house, or saving for retirement, simply plug in your accounts and goals information, and 3Nickels will populate a detailed plan to help you achieve your financial dreams.

Get expert advice on your whole financial picture

  • Custom-fit to your goals and budget
  • Your financial goals in one place
  • We advise you on the trade-offs of your decisions
  • Step-by-step, we keep you on track

Add all of your accounts in one place

  • Link your accounts for a complete picture… or do it manually
  • Investment advice for your investment accounts without paying extra

Keep track of your expenses

  • Keep track of your saving, spending, and giving
  • Get financial advice that fits your budget

Prioritize your financial goals

  • Tackle your financial goals, according to your priorities
  • Include any type of goal – saving for vacation, paying off student loans, saving for a car, or even retirement

Learn more with our financial tools!

  • Learn about your financial options without having to study
  • We make financial decisions easy for you. Learn as much as you want, when you want!