Filance is a mobile platform where everyday people can work with a certified, financial advisor/planner within their budget, all from their mobile phone. There are no retainer fees or portfolio minimums to use our service. Clients only pay for the service they need (e.g. help creating a budget, a plan to manage debt, etc).

The importance of financial literacy cannot be overstated. Millions of Americans live paycheck to paycheck and simply can’t afford the financial services needed to create a financial plan to manage their debt, create a budget, and begin a journey to financial freedom.

Filance was created to remove the barriers typically associated with financial advisory services.