Scott

Occupation
Tech Professional
Location
California
Membership Level
Platinum Members

I had never really received professional financial advice. It was after we finished doing some work on the house that I figured it was time for us to really look at our finances and start thinking about the future. I started doing some things on my own, tracking in spreadsheets, etc. But it was a lot of work.

We met with a few local advisors, but after seeing Range, were really interested in trying something a little more tech-forward and holistic.

To be honest, we were a little nervous about what the experience would be like. But I have to say, so far it has exceeded my expectations. The team has been super responsive, the advice is always thoughtful and thorough, and we’ve been working through different areas of our financial plan one step at a time. The way the plan is delivered, as an interactive checklist makes it really clear what we have to do.

Since joining, I really feel like I have a better handle on our finances. I’m on the platform almost daily tracking my budget and asking questions. The ability to asynchronously message the advisor team—and get a thoughtful answer back, sometimes within an hour, has been really great. It’s exactly the type of support I was hoping for when I signed up, and I don’t think we’d be getting the same level of service from a traditional advisor.

Like I said, we’ve made a lot of progress so far. I’m looking forward to continuing to work with Range moving forward. There’s a lot to do, but I feel like I have the right partner to get it done.

“The interactive financial plan has been great. Everything is right there and I can track my progress.”

Raven and Isela

Occupation
Tech and Financial Services Professionals
Location
California
Membership Level
Platinum Members

"As a service, Range has been excellent. The plans are easily visible and actionable, the taxes were seamless—from that standpoint we’ve been 110% satisfied."

Apryl & Imran

Occupation
Tech Professionals
Location
California
Membership Level
Platinum Members

"We love that Range has a team of experts working on your finances, versus just one traditional advisor."

Andrew and Katee

Occupation
Product Management Exec
Location
Colorado
Membership Level
Premium Members

"Range has helped us take a closer look at our finances to make sure we’re living for today, but planning responsibly for the future."