I'd tried working with old-school advisors before, but each time I left disappointed. There was a mixture of motives – either a desire to grow assets under management that exceeded their desire to see my individual performance improve, or they were pushing proprietary products. The breaking point came when annual reviews just started falling off once it became clear my investable assets were going into my company 401k, which didn't help their asset management numbers.
"There was a mixture of motives: a desire to grow assets under management that exceeded their desire to see my individual performance improve." *
I felt like I better go on my own rather than deal with those misaligned incentives.
After taking point in handling our finances for some time, our financial situation had gotten more complex – kids moving out of the house, different pieces of our portfolio in different places, rental property, RSU issues with my employer. I knew I needed help, but I didn't want to just revisit that old school model I'd tried before.
"I didn't want to just revisit that old school [wealth management] model. I wanted to work with a company that was forward-thinking and had good tech." *
When I researched Range, everything clicked. This wasn't another traditional advisory firm with the same old problems.
The differentiators were clear: a higher-value tech platform that incorporated everything together, equal access to my own financial data instead of waiting for reports, and a company actively bringing AI into this field.
Working in tech, I'm always trying to keep up with where the trends are going – it's a personal interest of mine. AI is changing the way we do everything, and if you're not considering this, then I think you're ignoring the reality that's all around us and moving so quickly.
Range’s tech and AI integrations give way to a unique level of transparency and access to my own financial picture. I used to get really frustrated by advising platforms where the advisor could see more than me – this is my money, why can't we have equal access? Range had that forward-thinking approach and innovation that I was looking for.
Most importantly, their incentives were aligned with mine – every decision they make is what's best for the client, not what brings more assets onto their platform.
"My gut said, ‘These guys are onto something. They're committed, they believe in it. They're doing it to bring something new to market that isn't out there right now.’" *
Before Range, I felt like I was "winging it" – fairly certain I was catching most things but without precision or clarity. It was opaque. Now everything feels more organized, more comprehensive, and more likely to succeed.
The onboarding was methodical and doable. Within two to three weeks, I had a comprehensive set of recommendations for all my assets – both non-401k and 401k – laid out clearly in one place. No more emails floating around that I might forget about. The investment analysis shows all my assets together, and I can chart different scenarios easily.
"My financial picture is improving and on a trajectory to reach goals faster than I would have without Range." *
The Backdoor Roth mechanics alone will put more money in my savings, and I’m looking forward to reworking my will plan with Range’s included estate planning services.
But Range's budgeting capabilities have genuinely surprised me. The rules engine is incredibly sophisticated – I'm actually close to consolidating my budgeting into Range's platform. I've been devoted to my current budgeting app for years and honestly expected to keep it running alongside Range indefinitely as my security blanket. But now, it’s starting to look like my Range membership might save me my budgeting annual subscription, too.
"Three months in, my experience is all positive." *
I've been telling others about Range because it works. After trying other approaches for more than a year that didn't meet the mark, I knew I needed something different. Three months in, my experience is all positive.
"Range feels more organized, more comprehensive, more likely to succeed, and more likely to outperform my expectations of what I would do on my own." *
If you're managing complex finances on your own – multiple properties, business ownership, tax complications, kids' education expenses – and you feel like you're missing opportunities or making costly mistakes, Range is worth investigating. If you're like me, you'll wonder why you waited so long to get the help you needed.
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