Built for the ones who do it all.
You manage the money. You can have support.
You’re thinking about the bills today and your children’s future. It can be hard to know whether you’re missing something or what to focus on next.
HERE'S WHAT WE TAKE OFF YOUR PLATE
After your first conversation, see what you know, what may be missing and which next steps matter most to you.
Chat by video, on your terms. Ask about your money, your children’s future or a decision you’re facing.
Ask questions between sessions. Your Money Concierge team knows what you’ve discussed and helps you keep moving forward.
YOUR FAMILY’S FINANCIAL LIFE
From emergency savings and life insurance to retirement and education savings, understand what’s on track and what may need attention.
CHOOSE YOUR MEMBERSHIP
Feel ready for what comes next.
Make decisions with more confidence, know what deserves attention and have someone to turn to when circumstances change.
YOUR QUESTIONS, ANSWERED
Everything you might be wondering about.
How is Kina different from a financial planner?
How is Kina different from apps like Monarch or EveryDollar?
What happens if I cancel?
Will I always work with the same Money Concierge?
