Most people, even wealthy people, feel some form of financial stress. Yet, with the exception of the wealthiest families, there is no cost-effective way today for people to get high-quality advice and solutions across their complete financial picture.
Making matters worse:
- Due to a lack of awareness, poor systemic incentives, or both, people are rarely in the best solution possible.
- Financial advice is expensive and typically provided by generalists or salespeople.
- The many pieces of the puzzle rarely work together.
Estimates say as many as 85% of people who could work with a financial advisor choose not to. For those who are getting advice, rarely are they getting the best advice, or the best solution.
The hidden costs are stunning, often costing people 2% of their net worth per year. In many cases the costs are much, much higher. In addition to the direct costs, many people are enjoying the present less than is possible and are not mathematically on track for their future.
Our mission is to help people live life confidently. Living life financially stress free comes when an individual has confidence that they are making good decisions and that all of the pieces of the puzzle working together.
To us this is about balance: maximizing life, minimizing financial stress. We help people balance being on track retirement, prepared for emergencies, helping others, and enjoying the journey. We are unapologetically committed to directing people to the best solution possible.
What we do
We are a data and information hub, a connector. The wealthiest families have access to a network of experts. These experts are neutral on products and platforms. The experts work together, across the universe of solutions, with a goal of getting the wealthy family to the best solution possible. We are a platform that strives to provide the same quality experience, to more people, at a fraction of the cost.
What makes us unique:
- Our community.
- Our only allegiance is to our members.
- We strive for tangible results.
The best solution possible requires three components: data, information, execution.
We provide our members with a snapshot of where they are today. All journeys begin at their starting point. We pull data from over 20,000 institutions and keep our members' information and important documents in one secure place.
The Fin Hive provides our community with a comprehensive wealth framework and a customized glide path. One can not be routed to the best solution if one does not know where they are going. Many times we do not know the questions to ask, or what may even be possible.
Our framework sits alongside tools, resources, and a curated map of the ecosystem. Members get inspiration, connections, and a glide path. Our subscription model cuts out all the bad stuff and lets us focus on one thing only: our members.
With Anasova connect, we match connects individuals with expert advice and assistance. Once one knows where they are, and where they want to go, they need a way to get there and, sometimes, advice along the way. Our fee-for-service model lets individuals get the expert advice they need, and only pay when they need it.