Unlock Your Centsability

A better connection with your financial advisor. A better connection with your finances.

Relationship Status:
It’s Complicated

Most of us receive little financial training in our lives. That includes how to work with a professional financial advisor - where to start, what to ask, who to trust, do I even need one??


We’ve got you! Mycentsability is your place for financial knowledge that will help you take your relationship with your advisor - and your finances - from “it’s complicated” to “I’m ALL in!”

Gain clarity!

Your finances can create confusion and uncertainty. A relationship with a financial advisor is meant to add understanding, but it can equally daunting for many people.


Mycentsability empowers you with the knowledge you need to maximize that relationship. You’ll learn what is required from your advisor and what is expected from you.


After all, it’s about working smarter, not harder. That’s why you got an advisor in the first place!

Words matter.

Every industry has its own ‘lingo’. But you shouldn’t need a degree in finance to communicate with an advisor. We’ll help you learn the language of finance so that you can better understand your advisor and your options.


Communication is critical when it comes to your hard-earned money and your plans for your life. Let’s make sure you have some clear definitions to make cents of what you’re hearing.

A shared understanding.

Your financial advisor doesn’t judge you. Their goal is to help you. Sharing an understanding with your advisor about the information they need and why they need it is critical to your financial health.


We help you understand what personal and financial information is needed and how your advisor uses it.

Frequently Asked

Questions

  • It’s really simple. You don’t have to sign up, you don’t provide any personal or financial information. You just learn through the link provided by your financial advisor. And it’s free for you because it is financially supported by advisors and others in the industry who care about financial literacy and important conversations.

  • Mycentsability was created to help you maximize the full potential of your relationship with your financial advisor. Whether you have a long-time advisor, just started working with one or are in the “thinking about it” phase, we can help at any stage.

  • We keep our conversations simple and clear. Working successfully with a financial advisor takes commitment from both sides - advisor and client. We make our videos and resources short and to the point so that you can get the most out of that relationship.

  • Found us on your own? That’s great! Have a look around and wse the conversations and tools provided by Mycentsability to evaluate your own situation, understand the questions you should ask any prospective advisor and the steps and processes that will be followed to help you reach your financial goals.