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Do You Need a Financial Advisor?

Eight questions about the real drivers — complexity, stakes, time, and temperament — to see whether DIY, a one-time review, or ongoing help fits.

Question 1 of 80%
Do you have equity compensation — RSUs, stock options, or an ESPP?

Equity comp creates tax timing decisions that are easy to get wrong.

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Stop calculating. Start tracking.

Worth connects your real accounts and runs the numbers for you — budgets, net worth, goals, and an AI assistant.

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