My client is a fast-growing fintech company revolutionizing financial planning. Their mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, they provide holistic planning that goes far beyond investments to address every way money impacts life. To achieve this, they leverage a "human-plus-tech" approach, combining the expertise of CFP professionals with cutting-edge AI and automation. This model allows my client to integrate…