- A Complete View
- Grade Your Progress
- Interactive Spending Plan
- Sophie Can Help
- Simple and Fun
- Safe and Secure
- Truly Independent
- Free, Baby, Free
- FAQ
- Get Realistic Solutions
- See the Big Picture
- Balance Now vs. Later
- Your Goals, Your Way
- Save & Payoff Debt
- Cover Your Assets
- Match Investments to Goals
- FAQ
Sophie Can Help
Putting together a financial plan can be a bit scary, especially if it's your first time. At SimpliFi, you don't have to go it alone. Sophie the Virtual Financial Advisor is here to help! If you ever get stuck or are unsure what to do, just click on Sophie and she'll tell you where you are and what to do next. And she'll never judge you or try to sell you anything--which is nice.
