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Find answers that you can trust

Personal finances can be confusing and stressful. We are here to make that easy for you.

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HOW IT WORKS

One platform for
all your financial questionsshape

Think of Plenish as a Google for all your financial questions, but only better,
with personalized answers from real licensed financial advisors, and no obligation to hire one.

Step 1

Ask a question

Ask us a question about your personal finances. No question is too simple or too complicated when it comes to your personal finances. Sit back, and we'll get to work for you. We only gather the minimum amount of information necessary to provide you with a great answer.

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Step 2

Get an answer

From one of our registered financial advisors who we have background checked and handpicked. Your information is private and never shared for any advertisements, product marketing, or other services.

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Step 3

Dive deeper

You will have the option to reconnect with the advisor who answered your question with any follow-ups you may have.

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Step 4

Engage further

Learn more about all the different aspects of your financial life. Come back with other questions, engage with our advisors at your own leisure to find best solutions, and learn from our unique videos and contents on a broad range of topics.

Expert advice can double the value of your investments by the time you retire
Source: Vanguard study, 2019$100,000 invested while having professional financial advice can create up to $800,000 more wealth within 25 yearsAssuming an 8.8% return based on a 60/40 portfolio without an advisor and 3% of advisor alpha
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Did you know that 89% of wealthy families in US use professional financial advisors?
At Plenish, we demystify the world of personal investing by bringing similar services to you à la carte.
OUR VALUE

What Plenish brings to you

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A safe space for all your financial questions

No sales pressure, no product push, no conflict of interest. You are in control of what you want.

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Licensed, experienced, and handpicked experts

Advisors who are registered and have many years of experience relevant to the questions you have, selected through a rigorous process.

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Information and advice on a wide range of topics

From investments, to real estate, to estate planning and much more, to help you through your journey.

Wide range of topics

Examples of what you can ask about shape

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Real Estate
Buy or sell a property, rental property investment, REIT investments, 1031 Exchange
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Life Events
Marriage, Divorce financial advice, expecting a child, college saving
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Inheritance & Wealth Transfer
Trust set up, property inheritance, tax efficient wealth transfer, estate planning
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Retirement Planning
Retirement saving strategies, 401(k), social security, pensions and IRAs
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Insurance
Life insurance, liability insurance, fixed annuity, variable annuity
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Debt Reduction
Student debt management, debt consolidation, refinancing, payment scheduling
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Investing
Asset allocation, portfolio construction, investment & divestment, tax optimization
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Employee Stock Plans
RSUs, stock options, tax optimization, diversification
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ESG Investment
Environment & socially responsible investing, renewable energy investment
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Alternative Investments
Art investing, syndicated real estate, venture capital & angel investing
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All Other Questions
Setting up a business, tax strategies, or any other personal finance questions
FAQ

Questions & Answers

For advisors

If you are a fee-only, registered advisor who wants to be part of Plenish's network of advisors, please contact us through the form below to learn more.