Gift Opto

Give a couple the gift of guided financial coaching. Their time will start when they redeem a code to unlock their journey.

Note: A pathway is a series of guided conversations built on a proven methodology that leads the users through a specific life transition (e.g., marriage, buying a house, etc.). So users typically start with one, but users in the Momentum and Concierge plans can come back for additional support in navigating other transitions over time.

We'll send you the gift code.

If you want, we'll also email the code and a note straight to them.

Used to greet them. Add both names if you like — e.g. “Alex & Sam”.

So they know who the gift is from.

Add a recipient email above to include a personal note.

One-time payment. The code is single-use and unlocks the plan for the couple who redeems it.