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GuidedChoice

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GuidedChoice Products (4)

   
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Financial Coaching

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Financial Education

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Financial Wellness

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Personal Investment Advisors

Product Description

The 3Nickels holistic advice app offers many easy-to-use tools to help you improve your financial well-being. 3Nickels will customize a detailed investment and savings plan complete with personalized investment advice to help you achieve your financial dreams.<br /> <br /> • Prioritize your financial plan with YOUR goals in mind,... Show More

About this product

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The 3Nickels holistic advice app offers many easy-to-use tools to help you improve your financial well-being. 3Nickels will customize a detailed investment and savings plan complete with personalized investment advice to help you achieve your financial dreams.

• Prioritize your financial plan with YOUR goals in mind, and reprioritize them whenever they change.

• Understand the trade-offs of your decisions to keep you on track and confident you’ve made the right choices for you.

• Receive step-by-step advice for all household accounts custom-fit to your goals and budget and designed to help keep you on track.

Min. Group Size

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Lives Serviced

-

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

RFI questions number is Locked

13 Specific Questions Specific Questions tooltip

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Product Features

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One-on-one financial coaching - virtual

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Goal setting and tracking

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On-site group workshops

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Budget tool

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Cashflow tool

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Debt management counseling

Show All Features

Product Features

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✓

One-on-one financial coaching - virtual

✓

Goal setting and tracking

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

✓

Debt management counseling

✓

Courses administration

Not Provided.

GuidedChoice Info

Founded:

00/1999

Funding Summary:

Not Provided

Location:

Reno, NV

Links:

Employees:

35
3Nickels (www.guidedchoice.com/business) is an SEC Registered Investment Advisory Firm and ERISA 3(38) fiduciary offering digital retirement scenario planning, 401(k) managed account services, and financial wellness tools.

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