Meet Your Money Team.

Connecting you with a diverse certified financial experts, to help you active your lifestyle and reach your wealth goals.

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Rewrite Your Financial Future

Our innovative matching program connects you with financial professionals tailored to your unique needs.

Enhancing the Mission You’ve Built

Below is our process for using our directory to connect with the right financial professional.

Step 1: Take our cHIP Team Quiz

By investing a few minutes in the CHIP Pro Quiz, you’re investing in your financial well-being. It’s your personalized roadmap to connect with the right financial expert who can guide you towards your financial goals.

Step 2: Access Our CHIP Pros

Taking action on your financial journey is effortless. With direct access to contact the largest diverse listed financial professionals, you can swiftly book a consultation with a professional in our directory.

Step 3: Schedule a Consultation

Your financial goals are a priority, and our platform ensures you can connect with multiple professionals that best suit your needs.

We understand that financial health is personal and essential. We care about your well-being and want you to have easier access to those who better understand the importance of your cultural norms and financial values.

Get Access To FinTalk Live

Fintalk Live is a unique and engaging financial wellness program that offers education and information to employees and members of ERGs (Employee Resource Groups). Our programs are hosted by experienced professionals who provide valuable advice on a variety of personal finance topics, such as taxes, budgeting, and estate planning.

Build The Financial
Team You Desire

Our directory of professionals can help you find the right fit for your financial needs. Whether it’s financial coaching, taxes, investments, or estate planning.