Can I talk to a CFP® professional about small questions too?

Yes. Bring any money question, big or small, from setting up a budget to planning for a home.

Will someone manage my investments?

No. Rolan helps you understand your money and make decisions. Nobody manages your accounts or sells you products.

Will my employer see my financial information?

No. Your personal financial information is never shared with your employer. Employers only see anonymous, aggregate reporting.

For employees

A clear view of your money. A CFP® professional in your corner.

When your employer offers Rolan Wealth, you get AI-powered insights based on your own numbers and 1:1 access to an independent CFP® professional for any question, big or small.

Bring Rolan to my workplace Member Log In

Couple sitting close together on their front porch, smiling

Your goalsExample

Emergency fund72%

Home down payment38%

What you get

Everything you need to feel confident about money.

One view of your money

Spending, budget, savings, debt, net worth and more in one place, connected to the goals you set.

AI-powered insights

Plain-language observations based on your own numbers, so you know what's working and what to look at next.

A real CFP® professional

1:1 virtual sessions for any question, big or small, with someone who never earns commissions.

Bring any question, including

BudgetingSaving and emergency fundsPaying down debtBuilding creditBuying a homeUnderstanding your workplace benefitsStudent loansMarriage, a new baby or a career moveSetting financial goalsand more

Your CFP® session

Expert guidance, without the sales pitch.

Your CFP® professional is independent and commission-free, so their only job is helping you.

Pick a time and a topic

Book online in a couple of clicks, whenever it suits you.

Meet 1:1 by video

A judgment-free conversation about your situation and your goals.

Leave with clear next steps

Practical actions you can take right away, with Rolan helping you keep track.

Private and secure. Your personal financial information is never shared with your employer.

Before we started, I saw my finances as a set of separate pieces: accounts, bills, savings goals. They helped me look at it all as one picture tied to what I actually want out of life. That shift alone was worth it.

Rolan member

Don't have Rolan yet?

Bring Rolan to your workplace.

Rolan is offered through employers. If you'd like it at work, send your HR or benefits team a quick note. We've written one for you.

Subject: A benefit idea: Rolan Wealth

Hi [Name], I came across Rolan Wealth, a financial wellness benefit that pairs AI-powered tools and insights with 1:1 access to independent, commission-free CFP® professionals. I think many of us would use it. Would you consider taking a look? rolanwealth.com Thanks, [Your name]

Open in my email app or open in Gmail or Outlook

FAQ

Questions employees ask.

Rolan Wealth is offered through employers. If your employer offers it, they’ll share how to sign up. If not, you can send your HR team the note on this page.