How Opto Works

Getting Started is Simple:

  1. Take a financial goals assessment to begin developing your personalized plan.

  2. Access a free consultation with one of our team members to discuss any roadblocks.

  3. Enjoy tracking your progress towards your savings goals and find categories of spend where you want to cut back.

And You’ll Get Insights for Free:

  • Get a peer comparison report on how your current financial status compares to those in a similar age group and financial situation.

  • Get weekly insight reports on how you’re tracking toward your goals and suggestions for ways to improve your habits.

We are offering these services for free while we are in the beta development phase. So sign up today to take advantage of this limited time opportunity!