No minimum assets required, no asset based fees, no hidden fees, cancel anytime with no penalty.
Special 25% Discount for Family & Friends of Morrow Members
one time
A dedicated Morrow financial coach
Two 30-minute video call sessions
Expert answers to your pressing financial questions
Personalized summary report capturing your prioritized action plan and recommended resources
24/7 messaging support for 14 days
per month, valid for 12 months
Ongoing relationship with a dedicated Morrow financial coach
Unlimited 30-minute video call sessions
Personalized comprehensive financial plan with prioritized action steps
Access to financial planning tools and educational resources
24/7 messaging support with Navigator
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Morrow is a holistic financial wellness solution. Each Morrow member is paired with a Financial Coach, who provides professional, personalized, and unbiased guidance to improve your financial health. Our goal is to build a comprehensive plan that allows you to achieve financial wellbeing.
A Financial Coach is what we call our CERTIFIED FINANCIAL PLANNER™ professionals at Morrow. They are highly-qualified financial professionals with a fiduciary responsibility to work in your best interest.
Morrow supports your financial life beyond just investments. We offer guidance in areas such as budgeting, debt management, life and health insurance policies, and setting retirement goals.
Our model is built to support your best interests. As a result, we don't manage assets, sell financial products, or affiliate with outside investment firms or retirement plan providers.
If it has to do with money, we cover it. We can review and discuss your retirement plans, insurance policies, healthcare, estate planning, college savings plans, and so much more.
Morrow provides 1:1 access to a CERTIFIED FINANCIAL PLANNER™ to help you build a comprehensive financial plan. Morrow Coaches have a fiduciary responsibility when providing financial and retirement planning. This means the Coach must act in your best interest, including:
Placing your interests above the interests of the Coach and Morrow;
Avoiding conflicts of interest, or fully disclosing material conflicts of interest to you, obtaining your informed consent, and properly managing the conflict; and
Acting without regard to the financial or other interests of the Coach, Morrow, or any individual or entity other than you, which means that a Coach acting under a conflict of interest continues to have a duty to act in your best interests and place your interests above the Coach’s.
Each member is eligible for a single Morrow account, which can be used to guide financial planning for a spouse or family if finances are consolidated. If a spouse or partner manages their finances separately, that requires a separate membership.
Yes, you will be paired with a single Coach who can support you better by knowing your context.
No. Morrow does not sell any financial products. However, having the right financial products in place is a key part of your overall financial wellness. The Financial Coaching team at Morrow is prepared to review any and all financial product questions that you may have.
If we discover areas that can be solved with products, your Coach will work with you to understand those options and provide a list of recommended providers.