How does our free service work?

Build a simple plan for your goals.

In 60 seconds, you can build a simple plan for your most important financial goals.

You make the first move.

You make the first move by anonymously sharing that plan with financial advisors you are interested in.

See what advisors could do.

See what ideas advisors have on how your plan could be improved

Like what you see? Take the next step.

If you like the ideas advisors share, reach out and take your relationship to the next level.

The firm does get compensated for our services through partnerships with asset managers to feature their funds on the platform. To learn more about potential conflicts of interest, read our Form ADV Brochure.

A new way to find your advisor match

It’s hard to make smart financial decisions, in large part, because financial planning has gotten too complicated. And it’s just as complicated to find a financial advisor to help. 

We’re changing that.

Lasso is levelling the playing field and changing the dynamics of finding a financial advisor. On Lasso, consumers make the first move. Share a simple plan for your most important financial goals and see what a financial advisor could do with it.

It’s that easy to find your perfect match.

Ready to get started?

Learn more about Lasso today. It may be exactly what you need to take control of your financial life.

Contact us to learn more

Are you a financial advisor? Learn more about our advisor offering here.