Do you use a financial advisor or wealth planning service?

Chris Messina
5 replies
Trying to get a sense for what human services or tech products people use for managing their financial health... Of course there's Quicken and Mint in one end of the spectrum, and then there's the hands-on human advisor or planner on the other end. Which do you use and why? What has your experience been like and what would you recommend to someone who wants to take control of their financial present & future? Note: I tried adding survey questions, but Product Hunt wouldn't let me post it, so I've added some choices below!

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🏆 #1 Hunter!
Option: I use an app
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Product Manager, Talent Manager.
@chrismessina I've passively used both Titan and Wealthfront for about 4 years. I've been happy with the returns, which is probably what matters most in this realm, and recommended them both to multiple friends over the years. I appreciate that Titan puts a lot of effort into literature to explain why they're investing you in a certain company. Wealthfront has some added functionality and also feels even safer since your funds are more widely diversified.
🏆 #1 Hunter!
Option: I use a human advisor planner
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🏆 #1 Hunter!
Option: I do it myself (plain ol' spreadsheets!)
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🏆 #1 Hunter!
Option: I don't use anything