We’re here to provide the world’s most actionable financial planning experience to everyone, for free.
Everyone who interacts with the ̨SWAG brand must be enthusiastically satisfied with their experience.
We’re all about making a positive impact on clients, partners, team members, the financial planning profession, and the whole wide world.
Our goal is to achieve a culture that positively impacts our clients, partners, shareholders, competitors and everyone else ̨SWAG reaches. We are also on a mission to provide the world’s most actionable financial planning experience to everyone, for free.
The physical and psychological safety of our employees and the people we interact with is more important than anything else we do. Unlike other areas of our business where we encourage learning through mistakes and failure, mistakes, and failure to adhere to ourCode of ConductandWorkplace Violence, Harassment, and Discrimination policywill not be tolerated. These policies are signed by every employee, contractor, advisor, and board member. By using ̨SWAG’s services in any way, you are also agreeing to them, just like ourterms of useandprivacy policy. Links to these policies can also be found on the home page of ̨SWAG.com.