Synergy Partners CU 與 AlumniFi FinLife 使用情況與統計

Alumnifi partners with Pocketnest to coach you to financial wellness in just three minutes a week. We walk you through all 10 themes of financial planning as you build your own complete plan. Using behavioral science and psychology, we ask you questions to get to know you and your financial dreams, to give you custom and actionable next steps. We also connect all of your accounts so you have a clear and comprehensive picture of your financial footprint!