Erick Alvarez

Erick Alvarez

Interested in new products
2 points
Uprise
Love the product! Working in finance, I'd like to think that I have an idea of how to manage my personal finances, but this really opened my eyes to some key considerations I just didn't consider. From mapping out my financial goals over the next 10 years to creating a personalized actionable plan I could implement today, Uprise really helped me make some personal finance decisions involving my 401(k), investment accounts -- even credit cards. Not to mention that it was all free!

What's great

free tier (1)goal tracking (2)personalized financial plans (5)investment guidance (2)retirement account guidance (1)credit card recommendations (1)actionable recommendations (5)