Meet Your Money Team.

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

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How CHIP Works

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

Step 1: Join and Personalize Your Profile

Your financial goals and challenges are unique. Tell us about yourself so we can connect you with curated advice, tools, and experts that truly fit your needs.

Step 2: Connect with the Right Financial Experts

Effortlessly take action on your financial journey with our directory of diverse financial professionals—connect with multicultural coaches, CPAs, and advisors to find the perfect partner for your budgeting, investing, and financial goals.

Step 3: Book a One-on-One 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 Cultural Coins 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.

Are you a Diverse Financial Professional?

Increase your visibility and scale your business by joining CHIP’s platform.

Are you ready to get started?

We’re releasing a directory of financial and estate planning professionals.