Bringing Financial Literacy Across The Country
RightFit’s mission is to build authentic relationships and foster innovative financial thinking, empowering YOU to achieve your financial goals.
We deliver unbiased, consumer-focused financial literacy information so that you can be better empowered to achieve your financial goals. By being on both sides of the consumer and advisor, we know how it feels to be a consumer and what’s required from a financial advisor to deliver a great experience.
Our vision is to empower people to understand their money, so we can create a world of abundance, fulfillment, and financial peace of mind. This starts with education and with connect you to the right financial advisor.
RightFit is built on:
Trust – bringing you unbiased advice, advisors, and information.
Happiness – making decisions that think long-term and bring happiness.
Integrity – being a company of our word and transparent in our actions.
Accountability – showcasing our track-record and being held to our word.
We deliver you unbiased, consumer-focused financial literacy information, so you can be empowered.
Work With Us
With RightFit, finances will be something you look forward to talking about.
Frequently Asked Questions
Q: Who is RightFit Advisors?
A: RightFit Advisors is a platform to receive valuable, unbiased financial content, elevate your financial awareness and determine your financial archetype with advisor matching service.
Q: Why should I trust and use RightFit Advisors?
A: We understand everyone has their personal choice and preference, and we know we might not be the best fit for everybody. However, if you are someone looking for unbiased, consumer focused financial literacy information, RightFit Advisors can be a resourceful partner for you. Through our experience in being on both sides of the consumer and advisor, we know how it feels to be a consumer and what’s required from a financial advisor to deliver a great experience. We also work with independent financial advisors who have access to multiple companies’ products and services.
Q: How did you come up with your financial content?
A: We do our research to see what most consumers are interested in and come up with consumer-friendly content to fill the need.
Q: Why should you choose RightFit?
A: We elevate your financial awareness through financial literacy and self-assessment. We help you save time in searching for the right professional advisor who works well with you, you get the matching service based on your self-assessment.
Q: What do I need to do to become a RightFit Advisor?
A: You will need to submit a video introduction of yourself and go through our vetting process to ensure you are a Right Fit for us.
Q: How did you design the assessment?
A: We designed the self-assessment tool based on market and industry experience for you to better understand your financial self and your financial archetype. You will have a better understanding of who you are and who can work with you to help you with the next stage in life.
Q: How long is the assessment?
A: The assessment will take no more than 10 minutes of your time.
Q: How do you guys vet the the advisors you work with?
A: We have a vetting process that includes an assessment and personal interview and ensure they match our core values – Trust, integrity, accountability, and happiness. Next, we observe the advisor to see how they conduct meetings, and the experience they create with their clients. Once this is deemed satisfactory, we allow them to join our network of advisors.
Q: What if I don't like the advisor I meet through RightFit?
A: You will receive top 3 advisor choices and if one doesn’t work out, you can always connect to another one. There’s no obligation for you to work with any advisor and you can also request to be rematched. We would also value your feedback in whether you are happy with the matched advisor or not. Our goal is to help you match to the right advisor, regardless how many tries.
Q: What can I get out of the assessment?
A: You will discover your financial archetype and will gain better understanding of your own financial needs.
Q: How soon can I get matched?
A: You will get matched within the next business day. Our business hours are M-F 9 am-6 pm PST.
Powered By RightFit
Empowered Your Financial Growth
The RightFit Advisor platform will help you find the “right fit” advisor through your personal self-discovery journey. The advisors matched to you will understand you on a personal level, plus they’ll be packed with the niche financial know-how specific to your professional field and financial situation.