Most middle class Americans have inefficient personal financial lives.
Sisu offers a solution that simplifies, automates, and integrates financial strategies.
Sisu has identified four factors that contribute to financial inefficiency:
The solution isn't more planning, but, rather, automation. Sisu is creating an automated financial planning and implementation platform that relieves the client from financial decision-making, to facilitate increasing the client’s net worth.
Sisu provides a platform that:
The platform automatically implements the “lowest hanging fruit”. These are actions that lead to immediate returns or tax and cost savings. Saving: Impact on expenses (eliminate unnecessary taxes, automatically pay down high interest debt, replace expensive insurance policies with cheaper ones). Growing: Long term impact on client’s household net worth (increase return on assets,maximize retirement plan contributions) Protecting: Protect current and retirement assets (relevant insurance, open IRAaccount, dollar-cost averaging over lump sum investing
Attention. There is a risk that unverified members are not actually members of the team
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