See how Fifr is helping busy professionals build clarity, confidence, and momentum with their money.
Testimonials are from actual Fifr members and members have not been compensated for their testimonial. Testimonials may not be representative of the experience for all members.
Fifr helped me gain control over all aspects of my finances. Thomas has given me specific and insightful guidance that has significantly improved my relationship with me.
Fifr has helped me optimize my financial planning and investment strategies so that I can be confident I am setting myself up for the future.
Fifr is awesome! Daniel is super knowledgeable and personally walked me through the entire process in one afternoon, optimizing all my finances in ways I never could’ve done myself. Having access to financial and tax advisors in a WhatsApp group has also been extremely helpful, especially since I often have questions related to my business, and they’re always super responsive. All in all, I’d highly recommend checking out Fifr if you want to take your personal finances to the next level!
Fifr has been such a great support system for me. Thomas, my financial wellness expert, has gone above and beyond, it truly feels like white glove service. I love how they help me sell investments in the most tax-efficient way possible, and they don’t just give advice — they actually help me follow through. If I give the green light over text, they’ll move money for me automatically. It makes taking action so much easier. I’ve never felt more confident or more on top of my finances.
We’ve been with Fifr for over a year now, and the difference compared to our old AUM-based advisor is night and day. The traditional model of paying a percentage of your assets just didn’t make sense — it was expensive and didn’t align incentives. Fifr’s pricing is transparent, fair, and doesn’t punish you for growing your wealth. I love how they make things easy — they automate tax advantages and simplify investing instead of overcomplicating it. And they keep rolling out new features that actually add value. It’s been such a rewarding shift, and I feel really confident with where we are.
Our financial future has never been brighter and the performance of our portfolio has never been better. Fifr has given us exceptional and attentive service for a fraction of the price we used to pay a traditional advisor.
I always knew that DIY-ing my finances wasn’t working since life got in the way, and I also knew that the traditional financial advisor relationship where you pay a percentage of your assets every year was not going to work for me. Then I found out about Fifr - which is perfect for me. I love the flat monthly fee since it means that Fifr is only incentivized to provide advice and services that keep me satisfied as a member. They proactively look out for opportunities to save on taxes and have materially elevated my finances
It’s a luxury to be able to outsource almost every aspect of money management to my team of professionals. I have a question about my 401k contributions? Ask Fifr and get a personalized response. I need to sell some stock to fund a purchase of an engagement ring? Boom! I send a quick text, and they sell strategically taking taxes and investment strategy into account and let me know when the money will be in my checking account.
Working with the team at Fifr has been incredible. They found all the ways I could save on taxes and even provided an analysis on all the benefits I could select at my new job. This is an incredible service and I could not recommend them more highly.
As a founder with a crazy schedule- angel investments, irregular cash flow, fluctuating budget- I knew I needed help but didn't have time to find it. Fifr has been a total lifesaver. They built me a clear, actionable plan and proactively monitor everything for opportunities to optimize. I love that I don't have to chase them, they send me nudges when I need it. It feels like I can trust them to manage my money so I can focus on what matters to me, building my business.
Working with Thomas and the Fifr team has given me agency and control over my financial life. They simplified my financial strategy and automated it, so I can focus on doing the things I love while they watch over my plan.
Before working with Fifr, my finances were being managed by a large institution—but I rarely felt like I actually understood what was going on. The communication was vague, and when I had questions, the answers often felt overly complex and hard to follow. Since switching to Fifr, I've been able to take a much more active and strategic approach to my finances. They helped me organize everything, automate what I could, and build a plan that feels clear and personalized. I especially love the custom video updates—they break things down in a way that’s actually easy to understand. Through major life changes like planning a wedding, starting a new job, and winding down a personal business, the team at Fifr has been there every step of the way. I’d highly recommend them and am really excited to continue growing with their support.
Picking someone to handle your personal finance is about knowledge and trust. Fifr exceeds on both counts. They make the business-school money tricks accessible for everyone, tailor their advice to your goals, and are always available for adjustments and questions. My husband and I often say how grateful we are to have Fifr handling our finances — we can track their tangible impact by the dollar, and we can feel their intangible impact with our own sense of security that we’re not in it alone.
So valuable for our investing journey, but more than that. Fifr has always been there to answer the big money questions that we have. So nice to be able to text them and get a thoughtful and personalized response. Fifr is helping my wife and I reach our financial goals with a plan that is easy to understand and incredibly effective in building wealth. Best of all, after we worked with the Fifr team to tweak our plan to fit our lifestyle, investing is now fully automatic each month! I love building wealth without having to think or stress about it.
Fifr gets it and radically simplified the situation and gave a sensible recommendation which I ended up taking. They then proactively found several opportunities to save me even more on taxes that I didn’t even ask about. I have already recommended Fifr to many of my friends - and will continue too!
I work in tech and have zero time to deal with all the moving pieces of my finances — benefits, old accounts, IRAs, random cash just sitting idle. Fifr took care of all of it. They helped me choose benefits and set contributions with my company, rolled over and consolidated my old accounts, and even automated my backdoor Roths. They also helped me discover that several of my retirement accounts were not set to auto-invest, leaving me with excess cash that would have gone uninvested. I feel so much more organized and much less stressed now without having to micromanage any of it.
As a product manager in tech, my brain is always full — and personal finance used to be one more thing I put off. Fifr changed that completely. They helped me make the most of my benefits, automate my backdoor Roth, and reduce my concentration in company stock. I love the gentle nudges they send to stay invested, use my tax advantages, and make smart equity decisions. It feels like having a proactive financial partner keeping me on track, even when I’m buried in work.
As a product manager working in tech, I had a lot of questions about equity comp and how to save on taxes. Daniel and the Fifr team didn't just answer all my questions, but helped me understand the math behind every optimization. They found tax strategies and advantages I didn’t even know about like the mega backdoor roth! I love being able to text my team of experts with any questions as they come up -- the Fifr team has been a game changer for my finances.
The Fifr team has just been awesome in more ways than we even expected. Yes, they help us invest and find ways to save us on taxes, but they also had useful money philosophy frameworks so we could feel good about our financial plan while also finding ways to enjoy what we’re earning without guilt. They are fantastic and I highly recommend working with them!
I used to invest monthly based on how much cash I had leftover. The best thing about FiFr is that it’s set up to run automatically. I’m paying myself first and investing straight from my paycheck, so I don’t have to limit my spending. Daniel has helped me hone my financial strategy to focus on growth and cash management.
I switched over from a traditional, AUM-based advisor that I’ve worked with for a long time. Within one meeting, Daniel helped me find several optimizations in my finances that put me in a much better place financially and took a significant amount of stress off my shoulders. I cannot recommend their services highly enough.
Fifr has completely transformed my personal finance situation. Before Fifr, saving for retirement or using my investment accounts seemed too overwhelming to manage myself. But Thomas has helped me identify the best way to use my money, and I'm on track to hit my goals. After using Fifr for a year, I've watched my investment accounts take off, all while still spending on fun.
Fifr helped me gain control over all aspects of my finances. Thomas has given me specific and insightful guidance that has significantly improved my relationship with me.
Fifr has helped me optimize my financial planning and investment strategies so that I can be confident I am setting myself up for the future.
Fifr is awesome! Daniel is super knowledgeable and personally walked me through the entire process in one afternoon, optimizing all my finances in ways I never could’ve done myself. Having access to financial and tax advisors in a WhatsApp group has also been extremely helpful, especially since I often have questions related to my business, and they’re always super responsive. All in all, I’d highly recommend checking out Fifr if you want to take your personal finances to the next level!
Fifr has been such a great support system for me. Thomas, my financial wellness expert, has gone above and beyond, it truly feels like white glove service. I love how they help me sell investments in the most tax-efficient way possible, and they don’t just give advice — they actually help me follow through. If I give the green light over text, they’ll move money for me automatically. It makes taking action so much easier. I’ve never felt more confident or more on top of my finances.
We’ve been with Fifr for over a year now, and the difference compared to our old AUM-based advisor is night and day. The traditional model of paying a percentage of your assets just didn’t make sense — it was expensive and didn’t align incentives. Fifr’s pricing is transparent, fair, and doesn’t punish you for growing your wealth. I love how they make things easy — they automate tax advantages and simplify investing instead of overcomplicating it. And they keep rolling out new features that actually add value. It’s been such a rewarding shift, and I feel really confident with where we are.
Our financial future has never been brighter and the performance of our portfolio has never been better. Fifr has given us exceptional and attentive service for a fraction of the price we used to pay a traditional advisor.
I always knew that DIY-ing my finances wasn’t working since life got in the way, and I also knew that the traditional financial advisor relationship where you pay a percentage of your assets every year was not going to work for me. Then I found out about Fifr - which is perfect for me. I love the flat monthly fee since it means that Fifr is only incentivized to provide advice and services that keep me satisfied as a member. They proactively look out for opportunities to save on taxes and have materially elevated my finances
It’s a luxury to be able to outsource almost every aspect of money management to my team of professionals. I have a question about my 401k contributions? Ask Fifr and get a personalized response. I need to sell some stock to fund a purchase of an engagement ring? Boom! I send a quick text, and they sell strategically taking taxes and investment strategy into account and let me know when the money will be in my checking account.
Working with the team at Fifr has been incredible. They found all the ways I could save on taxes and even provided an analysis on all the benefits I could select at my new job. This is an incredible service and I could not recommend them more highly.
As a founder with a crazy schedule- angel investments, irregular cash flow, fluctuating budget- I knew I needed help but didn't have time to find it. Fifr has been a total lifesaver. They built me a clear, actionable plan and proactively monitor everything for opportunities to optimize. I love that I don't have to chase them, they send me nudges when I need it. It feels like I can trust them to manage my money so I can focus on what matters to me, building my business.
Working with Thomas and the Fifr team has given me agency and control over my financial life. They simplified my financial strategy and automated it, so I can focus on doing the things I love while they watch over my plan.
Before working with Fifr, my finances were being managed by a large institution—but I rarely felt like I actually understood what was going on. The communication was vague, and when I had questions, the answers often felt overly complex and hard to follow. Since switching to Fifr, I've been able to take a much more active and strategic approach to my finances. They helped me organize everything, automate what I could, and build a plan that feels clear and personalized. I especially love the custom video updates—they break things down in a way that’s actually easy to understand. Through major life changes like planning a wedding, starting a new job, and winding down a personal business, the team at Fifr has been there every step of the way. I’d highly recommend them and am really excited to continue growing with their support.
Picking someone to handle your personal finance is about knowledge and trust. Fifr exceeds on both counts. They make the business-school money tricks accessible for everyone, tailor their advice to your goals, and are always available for adjustments and questions. My husband and I often say how grateful we are to have Fifr handling our finances — we can track their tangible impact by the dollar, and we can feel their intangible impact with our own sense of security that we’re not in it alone.
So valuable for our investing journey, but more than that. Fifr has always been there to answer the big money questions that we have. So nice to be able to text them and get a thoughtful and personalized response. Fifr is helping my wife and I reach our financial goals with a plan that is easy to understand and incredibly effective in building wealth. Best of all, after we worked with the Fifr team to tweak our plan to fit our lifestyle, investing is now fully automatic each month! I love building wealth without having to think or stress about it.
Fifr gets it and radically simplified the situation and gave a sensible recommendation which I ended up taking. They then proactively found several opportunities to save me even more on taxes that I didn’t even ask about. I have already recommended Fifr to many of my friends - and will continue too!
I work in tech and have zero time to deal with all the moving pieces of my finances — benefits, old accounts, IRAs, random cash just sitting idle. Fifr took care of all of it. They helped me choose benefits and set contributions with my company, rolled over and consolidated my old accounts, and even automated my backdoor Roths. They also helped me discover that several of my retirement accounts were not set to auto-invest, leaving me with excess cash that would have gone uninvested. I feel so much more organized and much less stressed now without having to micromanage any of it.
As a product manager in tech, my brain is always full — and personal finance used to be one more thing I put off. Fifr changed that completely. They helped me make the most of my benefits, automate my backdoor Roth, and reduce my concentration in company stock. I love the gentle nudges they send to stay invested, use my tax advantages, and make smart equity decisions. It feels like having a proactive financial partner keeping me on track, even when I’m buried in work.
As a product manager working in tech, I had a lot of questions about equity comp and how to save on taxes. Daniel and the Fifr team didn't just answer all my questions, but helped me understand the math behind every optimization. They found tax strategies and advantages I didn’t even know about like the mega backdoor roth! I love being able to text my team of experts with any questions as they come up -- the Fifr team has been a game changer for my finances.
The Fifr team has just been awesome in more ways than we even expected. Yes, they help us invest and find ways to save us on taxes, but they also had useful money philosophy frameworks so we could feel good about our financial plan while also finding ways to enjoy what we’re earning without guilt. They are fantastic and I highly recommend working with them!
I used to invest monthly based on how much cash I had leftover. The best thing about FiFr is that it’s set up to run automatically. I’m paying myself first and investing straight from my paycheck, so I don’t have to limit my spending. Daniel has helped me hone my financial strategy to focus on growth and cash management.
I switched over from a traditional, AUM-based advisor that I’ve worked with for a long time. Within one meeting, Daniel helped me find several optimizations in my finances that put me in a much better place financially and took a significant amount of stress off my shoulders. I cannot recommend their services highly enough.
Fifr has completely transformed my personal finance situation. Before Fifr, saving for retirement or using my investment accounts seemed too overwhelming to manage myself. But Thomas has helped me identify the best way to use my money, and I'm on track to hit my goals. After using Fifr for a year, I've watched my investment accounts take off, all while still spending on fun.
Fifr helped me gain control over all aspects of my finances. Thomas has given me specific and insightful guidance that has significantly improved my relationship with me.
Fifr has helped me optimize my financial planning and investment strategies so that I can be confident I am setting myself up for the future.
Fifr is awesome! Daniel is super knowledgeable and personally walked me through the entire process in one afternoon, optimizing all my finances in ways I never could’ve done myself. Having access to financial and tax advisors in a WhatsApp group has also been extremely helpful, especially since I often have questions related to my business, and they’re always super responsive. All in all, I’d highly recommend checking out Fifr if you want to take your personal finances to the next level!
Fifr has been such a great support system for me. Thomas, my financial wellness expert, has gone above and beyond, it truly feels like white glove service. I love how they help me sell investments in the most tax-efficient way possible, and they don’t just give advice — they actually help me follow through. If I give the green light over text, they’ll move money for me automatically. It makes taking action so much easier. I’ve never felt more confident or more on top of my finances.
We’ve been with Fifr for over a year now, and the difference compared to our old AUM-based advisor is night and day. The traditional model of paying a percentage of your assets just didn’t make sense — it was expensive and didn’t align incentives. Fifr’s pricing is transparent, fair, and doesn’t punish you for growing your wealth. I love how they make things easy — they automate tax advantages and simplify investing instead of overcomplicating it. And they keep rolling out new features that actually add value. It’s been such a rewarding shift, and I feel really confident with where we are.
Our financial future has never been brighter and the performance of our portfolio has never been better. Fifr has given us exceptional and attentive service for a fraction of the price we used to pay a traditional advisor.
I always knew that DIY-ing my finances wasn’t working since life got in the way, and I also knew that the traditional financial advisor relationship where you pay a percentage of your assets every year was not going to work for me. Then I found out about Fifr - which is perfect for me. I love the flat monthly fee since it means that Fifr is only incentivized to provide advice and services that keep me satisfied as a member. They proactively look out for opportunities to save on taxes and have materially elevated my finances
It’s a luxury to be able to outsource almost every aspect of money management to my team of professionals. I have a question about my 401k contributions? Ask Fifr and get a personalized response. I need to sell some stock to fund a purchase of an engagement ring? Boom! I send a quick text, and they sell strategically taking taxes and investment strategy into account and let me know when the money will be in my checking account.
Working with the team at Fifr has been incredible. They found all the ways I could save on taxes and even provided an analysis on all the benefits I could select at my new job. This is an incredible service and I could not recommend them more highly.
As a founder with a crazy schedule- angel investments, irregular cash flow, fluctuating budget- I knew I needed help but didn't have time to find it. Fifr has been a total lifesaver. They built me a clear, actionable plan and proactively monitor everything for opportunities to optimize. I love that I don't have to chase them, they send me nudges when I need it. It feels like I can trust them to manage my money so I can focus on what matters to me, building my business.
Working with Thomas and the Fifr team has given me agency and control over my financial life. They simplified my financial strategy and automated it, so I can focus on doing the things I love while they watch over my plan.
Before working with Fifr, my finances were being managed by a large institution—but I rarely felt like I actually understood what was going on. The communication was vague, and when I had questions, the answers often felt overly complex and hard to follow. Since switching to Fifr, I've been able to take a much more active and strategic approach to my finances. They helped me organize everything, automate what I could, and build a plan that feels clear and personalized. I especially love the custom video updates—they break things down in a way that’s actually easy to understand. Through major life changes like planning a wedding, starting a new job, and winding down a personal business, the team at Fifr has been there every step of the way. I’d highly recommend them and am really excited to continue growing with their support.
Picking someone to handle your personal finance is about knowledge and trust. Fifr exceeds on both counts. They make the business-school money tricks accessible for everyone, tailor their advice to your goals, and are always available for adjustments and questions. My husband and I often say how grateful we are to have Fifr handling our finances — we can track their tangible impact by the dollar, and we can feel their intangible impact with our own sense of security that we’re not in it alone.
So valuable for our investing journey, but more than that. Fifr has always been there to answer the big money questions that we have. So nice to be able to text them and get a thoughtful and personalized response. Fifr is helping my wife and I reach our financial goals with a plan that is easy to understand and incredibly effective in building wealth. Best of all, after we worked with the Fifr team to tweak our plan to fit our lifestyle, investing is now fully automatic each month! I love building wealth without having to think or stress about it.
Fifr gets it and radically simplified the situation and gave a sensible recommendation which I ended up taking. They then proactively found several opportunities to save me even more on taxes that I didn’t even ask about. I have already recommended Fifr to many of my friends - and will continue too!
I work in tech and have zero time to deal with all the moving pieces of my finances — benefits, old accounts, IRAs, random cash just sitting idle. Fifr took care of all of it. They helped me choose benefits and set contributions with my company, rolled over and consolidated my old accounts, and even automated my backdoor Roths. They also helped me discover that several of my retirement accounts were not set to auto-invest, leaving me with excess cash that would have gone uninvested. I feel so much more organized and much less stressed now without having to micromanage any of it.
As a product manager in tech, my brain is always full — and personal finance used to be one more thing I put off. Fifr changed that completely. They helped me make the most of my benefits, automate my backdoor Roth, and reduce my concentration in company stock. I love the gentle nudges they send to stay invested, use my tax advantages, and make smart equity decisions. It feels like having a proactive financial partner keeping me on track, even when I’m buried in work.
As a product manager working in tech, I had a lot of questions about equity comp and how to save on taxes. Daniel and the Fifr team didn't just answer all my questions, but helped me understand the math behind every optimization. They found tax strategies and advantages I didn’t even know about like the mega backdoor roth! I love being able to text my team of experts with any questions as they come up -- the Fifr team has been a game changer for my finances.
The Fifr team has just been awesome in more ways than we even expected. Yes, they help us invest and find ways to save us on taxes, but they also had useful money philosophy frameworks so we could feel good about our financial plan while also finding ways to enjoy what we’re earning without guilt. They are fantastic and I highly recommend working with them!
I used to invest monthly based on how much cash I had leftover. The best thing about FiFr is that it’s set up to run automatically. I’m paying myself first and investing straight from my paycheck, so I don’t have to limit my spending. Daniel has helped me hone my financial strategy to focus on growth and cash management.
I switched over from a traditional, AUM-based advisor that I’ve worked with for a long time. Within one meeting, Daniel helped me find several optimizations in my finances that put me in a much better place financially and took a significant amount of stress off my shoulders. I cannot recommend their services highly enough.
Fifr has completely transformed my personal finance situation. Before Fifr, saving for retirement or using my investment accounts seemed too overwhelming to manage myself. But Thomas has helped me identify the best way to use my money, and I'm on track to hit my goals. After using Fifr for a year, I've watched my investment accounts take off, all while still spending on fun.
Fifr helped me gain control over all aspects of my finances. Thomas has given me specific and insightful guidance that has significantly improved my relationship with me.
Fifr has helped me optimize my financial planning and investment strategies so that I can be confident I am setting myself up for the future.
Fifr is awesome! Daniel is super knowledgeable and personally walked me through the entire process in one afternoon, optimizing all my finances in ways I never could’ve done myself. Having access to financial and tax advisors in a WhatsApp group has also been extremely helpful, especially since I often have questions related to my business, and they’re always super responsive. All in all, I’d highly recommend checking out Fifr if you want to take your personal finances to the next level!
Fifr has been such a great support system for me. Thomas, my financial wellness expert, has gone above and beyond, it truly feels like white glove service. I love how they help me sell investments in the most tax-efficient way possible, and they don’t just give advice — they actually help me follow through. If I give the green light over text, they’ll move money for me automatically. It makes taking action so much easier. I’ve never felt more confident or more on top of my finances.
We’ve been with Fifr for over a year now, and the difference compared to our old AUM-based advisor is night and day. The traditional model of paying a percentage of your assets just didn’t make sense — it was expensive and didn’t align incentives. Fifr’s pricing is transparent, fair, and doesn’t punish you for growing your wealth. I love how they make things easy — they automate tax advantages and simplify investing instead of overcomplicating it. And they keep rolling out new features that actually add value. It’s been such a rewarding shift, and I feel really confident with where we are.
Our financial future has never been brighter and the performance of our portfolio has never been better. Fifr has given us exceptional and attentive service for a fraction of the price we used to pay a traditional advisor.
I always knew that DIY-ing my finances wasn’t working since life got in the way, and I also knew that the traditional financial advisor relationship where you pay a percentage of your assets every year was not going to work for me. Then I found out about Fifr - which is perfect for me. I love the flat monthly fee since it means that Fifr is only incentivized to provide advice and services that keep me satisfied as a member. They proactively look out for opportunities to save on taxes and have materially elevated my finances
It’s a luxury to be able to outsource almost every aspect of money management to my team of professionals. I have a question about my 401k contributions? Ask Fifr and get a personalized response. I need to sell some stock to fund a purchase of an engagement ring? Boom! I send a quick text, and they sell strategically taking taxes and investment strategy into account and let me know when the money will be in my checking account.
Working with the team at Fifr has been incredible. They found all the ways I could save on taxes and even provided an analysis on all the benefits I could select at my new job. This is an incredible service and I could not recommend them more highly.
As a founder with a crazy schedule- angel investments, irregular cash flow, fluctuating budget- I knew I needed help but didn't have time to find it. Fifr has been a total lifesaver. They built me a clear, actionable plan and proactively monitor everything for opportunities to optimize. I love that I don't have to chase them, they send me nudges when I need it. It feels like I can trust them to manage my money so I can focus on what matters to me, building my business.
Working with Thomas and the Fifr team has given me agency and control over my financial life. They simplified my financial strategy and automated it, so I can focus on doing the things I love while they watch over my plan.
Before working with Fifr, my finances were being managed by a large institution—but I rarely felt like I actually understood what was going on. The communication was vague, and when I had questions, the answers often felt overly complex and hard to follow. Since switching to Fifr, I've been able to take a much more active and strategic approach to my finances. They helped me organize everything, automate what I could, and build a plan that feels clear and personalized. I especially love the custom video updates—they break things down in a way that’s actually easy to understand. Through major life changes like planning a wedding, starting a new job, and winding down a personal business, the team at Fifr has been there every step of the way. I’d highly recommend them and am really excited to continue growing with their support.
Picking someone to handle your personal finance is about knowledge and trust. Fifr exceeds on both counts. They make the business-school money tricks accessible for everyone, tailor their advice to your goals, and are always available for adjustments and questions. My husband and I often say how grateful we are to have Fifr handling our finances — we can track their tangible impact by the dollar, and we can feel their intangible impact with our own sense of security that we’re not in it alone.
So valuable for our investing journey, but more than that. Fifr has always been there to answer the big money questions that we have. So nice to be able to text them and get a thoughtful and personalized response. Fifr is helping my wife and I reach our financial goals with a plan that is easy to understand and incredibly effective in building wealth. Best of all, after we worked with the Fifr team to tweak our plan to fit our lifestyle, investing is now fully automatic each month! I love building wealth without having to think or stress about it.
Fifr gets it and radically simplified the situation and gave a sensible recommendation which I ended up taking. They then proactively found several opportunities to save me even more on taxes that I didn’t even ask about. I have already recommended Fifr to many of my friends - and will continue too!
I work in tech and have zero time to deal with all the moving pieces of my finances — benefits, old accounts, IRAs, random cash just sitting idle. Fifr took care of all of it. They helped me choose benefits and set contributions with my company, rolled over and consolidated my old accounts, and even automated my backdoor Roths. They also helped me discover that several of my retirement accounts were not set to auto-invest, leaving me with excess cash that would have gone uninvested. I feel so much more organized and much less stressed now without having to micromanage any of it.
As a product manager in tech, my brain is always full — and personal finance used to be one more thing I put off. Fifr changed that completely. They helped me make the most of my benefits, automate my backdoor Roth, and reduce my concentration in company stock. I love the gentle nudges they send to stay invested, use my tax advantages, and make smart equity decisions. It feels like having a proactive financial partner keeping me on track, even when I’m buried in work.
As a product manager working in tech, I had a lot of questions about equity comp and how to save on taxes. Daniel and the Fifr team didn't just answer all my questions, but helped me understand the math behind every optimization. They found tax strategies and advantages I didn’t even know about like the mega backdoor roth! I love being able to text my team of experts with any questions as they come up -- the Fifr team has been a game changer for my finances.
The Fifr team has just been awesome in more ways than we even expected. Yes, they help us invest and find ways to save us on taxes, but they also had useful money philosophy frameworks so we could feel good about our financial plan while also finding ways to enjoy what we’re earning without guilt. They are fantastic and I highly recommend working with them!
I used to invest monthly based on how much cash I had leftover. The best thing about FiFr is that it’s set up to run automatically. I’m paying myself first and investing straight from my paycheck, so I don’t have to limit my spending. Daniel has helped me hone my financial strategy to focus on growth and cash management.
I switched over from a traditional, AUM-based advisor that I’ve worked with for a long time. Within one meeting, Daniel helped me find several optimizations in my finances that put me in a much better place financially and took a significant amount of stress off my shoulders. I cannot recommend their services highly enough.
Fifr has completely transformed my personal finance situation. Before Fifr, saving for retirement or using my investment accounts seemed too overwhelming to manage myself. But Thomas has helped me identify the best way to use my money, and I'm on track to hit my goals. After using Fifr for a year, I've watched my investment accounts take off, all while still spending on fun.