AskHoward for Individuals

AskHoward matches you with financial experts to achieve your financial goals.

1. Start with a question.

Trying to start a business? Just inherited some money? Trying to switch careers? Merging finances with a spouse? Most big events in life somehow involve money, but they shouldn't have added stress because of it. No matter what your goals or concerns are, we'll make sure you're taken care of.

2. Get matched with an adviser.

We'll match you with an adviser from our expansive national network to fit both your schedule and your needs. All of our advisers are fully credentialed, practicing financial professionals with a fiduciary responsiblity to give you the best advice possible. Period.

3. Ask questions. Get solutions.

We'll arrange a phone call between you and your adviser and help to facilitate any sharing of information prior to the call to make sure you get the most out of your time. Have more than one question? Go ahead? Have a half-dozen little followups? Knock yourself out. The time with your adviser is all about you and making sure you come away feeling secure with your plan.

All requests start at just $30, but may vary depending on the nature of your request. Check out the FAQ for more info, and feel free to reach out to us if you have any questions.

Still have questions? Check out the FAQ.