Want an Expert?

Although our app covers most aspects of financial planning, it's always nice to talk to a human. Workplay offers 1 hour meetings ranging from $150-$300/hour

Start nowHow it works
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Our Coaches

All Workplay coaches are licensed fiduciaries who have been throughly vetted by Workplay. We accept only a small number of advisors who apply to join Workplay.

Jake Scurrah, MBA, CFP

Financial Planner

$

225

/hour

  • Includes:

  • Additional focus on tax planning

  • Was a financial planner for 2 years

  • 12 years experience

Schedule a meeting

Nick Ricci

Financial Planner

$

/hour

  • Includes:

  • Additional focus on tax planning

  • test

  • test

Schedule a meeting

Jake Scurrah

Financial Planner

$

/hour

  • Includes:

  • Additional focus on tax planning

  • test

  • test

Schedule a meeting
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How it works

Workplay's process is simple. In just 5 minutes, we can create you a comprehensive financial plan that typically would cost $2,500 or more. We are on a mission to give the average individual the same tools and strategies that they wealthy get.

1. Select

Choose from a list of vetted & licensed financial advisors.

2. Schedule

Pick a time to meet with your coach and pay for the session.

3. Get advice

Video chat, share your screen, and get your questions answered.

Stories from our community

What they're saying

Discover how others are turning financial goals into reality with our personalized guidance.

image of innovative data solutions
Conrad M.
26
years old

I never imagined financial planning could feel this doable. The step-by-step blueprint helped me finally pay off my student loans and start saving for what matters.

image of innovative data solutions
Oliva C.
28
years old

I never imagined financial planning could feel this doable. The step-by-step blueprint helped me finally pay off my student loans and start saving for what matters.

image of innovative data solutions
Marcus A.
25
years old

I never imagined financial planning could feel this doable. The step-by-step blueprint helped me finally pay off my student loans and start saving for what matters.

image of innovative data solutions
Danielle B.
23
years old

I never imagined financial planning could feel this doable. The step-by-step blueprint helped me finally pay off my student loans and start saving for what matters.

image of innovative data solutions
Linh N.
27
years old

I never imagined financial planning could feel this doable. The step-by-step blueprint helped me finally pay off my student loans and start saving for what matters.

image of innovative data solutions
James O.
32
years old

I never imagined financial planning could feel this doable. The step-by-step blueprint helped me finally pay off my student loans and start saving for what matters.

Join now