CHIP (Changing How Individuals Prosper)
Your wealth lives at the intersection of familylegacy
Connecting you with certified financial experts who understand your culture, your goals, and the life you’re building.
FreeNo sales pitchNo pressure
As seen in
NerdWallet
The Fintech Times
Forbes
Financial Planning
Wealth Management
Find Your Starting Point
Everyone starts somewhere different.
Money advice isn’t one-size-fits-all. A first-time investor needs something different than a business owner. A growing family needs something different than someone planning their legacy. CHIP helps you start where you are.
Where are you right now?
01
Just Getting Started
You’re earning income and trying to get organized: save, pay down debt, or understand investing without judgment.
Best Fit
Financial Coach + Advisor
02
Building Momentum
Your income is growing, your decisions are getting more complex, and you need more structure.
Best Fit
Financial Planner + CPA + Coach
03
Protecting What I’ve Built
You have assets, people depending on you, or both. Now you need protection and planning.
Best Fit
Estate Attorney + Tax Advisor
04
Running a Business
Your business and personal finances affect each other every day. You need professionals who see both.
Best Fit
CPA + Business Advisor + Estate Planner
05
Thinking About Legacy
You’re planning for family, wealth transfer, long-term security, or something built to last.
Best Fit
Estate Attorney + Wealth Manager
06
I’m Not Sure Yet
That’s more common than you think. If you know you need support but don’t know where to start, begin here.
Best Fit
Take the 3-minute quiz
Your pathway is orientation: the quiz fine-tunes your match in 3 minutes.
Your Financial Team
Wealth is bigger than investing.
So is your team.
A family, a business, a legacy, a plan for what happens next: whatever you’re building, the right people make it possible.
Because of my
Financial Advisor
I’m not stuck at my job: I have a plan that grows with me.
Because of my
Financial Coach
I have my home down payment, and the habits to keep building.
Because of my
Insurance Agent
I can protect my aging parents and the people I love.
Because of my
Estate Attorney
I have a will for my family: nothing left to chance.
Because of my
CPA & Tax Strategist
I keep more of what I earn: year-round, not just in April.
Because of my
Financial Planner
I’m building a business and a legacy at the same time.
Whatever you’re building, we have the team for it.
Meet the Pros
Learn more about some amazing CHIP Pros
See how they work with their clients. Press play to hear it straight from the team.
Real Stories
Real People. Real Progress.
You don’t have to figure it out alone,
Find your financial team through CHIP
Why CHIP Feels Different
Advice that sounds
like a human being.
Built for the people who were told to “just figure it out.”
CHIP was created because coordinated financial guidance, the kind where your advisor actually knows your CPA, has always been out of reach for most people.
We changed that. Now a matched team isn’t a luxury. It’s your next step.
No jargon. Ever.
Every conversation is plain language. We translate the complicated stuff so you can make real decisions.
Your story first.
We start by listening, not pitching. Your plan is built around your life, not a generic template.
A team that talks.
Your advisor, CPA, and coach aren’t strangers to each other. They work together, because your finances do too.
Long-term partners.
We grow alongside you, from your first investment to the legacy you leave behind.
Everyone you need: finally talking to each other.
Instead of juggling professionals who’ve never met, CHIP brings your entire financial life under one coordinated roof.
$0
To take the quiz, get matched.
What You’ll Walk Away With
Your money archetype & season: clarity on how you make decisions and where you are right now.
A shortlist of pros who get you: vetted professionals matched to your stage and needs.
The language to ask for help: know what to call it, who to ask, and what to bring.
A next step that’s yours alone: no generic plan, no pressure. Just a fit for your life.
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CHIP exists because too many of us were handed financial advice that wasn’t built for our lives. I built CHIP for the people who were told to “just figure it out”: first-generation wealth builders, entrepreneurs, families navigating the in-between. The professionals exist. The knowledge exists. What’s been missing is a way to find the right people, ask the right questions, and feel like you belong in the room. That’s what we’re changing: one conversation, one match, one team at a time.
Supported By
Backed by investors and partners who believe financial equity is the next frontier.
a16z
Talent × Opportunity
Black Girl Ventures
Lifelogixs
gener8tor
Northwestern Mutual
AWS
NJEDA
Logos and partner names are property of their respective organizations.