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Frequently Asked Questions

What is WanderlustFin?

WanderlustFin is a wealth identity platform that helps entrepreneurs and high-earners see their complete financial picture, understand their money patterns, and build wealth with clarity and intention.

Is my financial data secure?

Absolutely. We use Plaid for all bank connections — the same technology trusted by Venmo, Robinhood, and major financial institutions. We never store your bank login credentials.

What's a Wealth Archetype?

Your Wealth Archetype is your unique relationship pattern with money. Understanding it helps you make aligned decisions and build habits that match who you're becoming as a wealth architect.

When is WanderlustFin launching?

We're currently in pre-launch. Join our waitlist to get early access and lock in founding member pricing before we open to the public.

What accounts can I connect?

Via Plaid, you can connect checking accounts, savings accounts, high-yield savings (HYSA), investment/brokerage accounts, credit cards, and many insurance accounts.

Do you offer refunds?

Yes! We offer a 14-Day Clarity Guarantee. If WanderlustFin doesn't bring you more financial clarity within 14 days, we'll refund your first month.

Is this a budgeting app?

Not exactly. Traditional budgeting apps focus on restriction. WanderlustFin focuses on expansion, identity, and becoming the person who builds wealth — not just someone who tracks spending.

Can I use this for my business finances?

Yes! Our Business Goal Tracker (available in Expansion tier and above) lets you track revenue goals, program launches, and business milestones alongside personal finances.