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About Us
Vision
To connect personal finance, emotional needs, and cognitive needs, strengthening the intersection of peer support and personal finance management.
Mission
Savings Jar is a marketplace for financial coaches and financial advisors to connect with new leads, acquire new clients, and manage relationships.
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Savings Jar offers superior client onboarding, tracking, and follow-through. Following the onboarding process, we provide each client with a personalized financial plan, peer support, and ongoing intelligent recommendations.
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