Yes, for Premium members. Two complimentary sessions are included with your subscription, two per household rather than two each. There are no hidden fees or additional costs for the sessions.

Will I be asked to buy anything?

No. These sessions are education first. Advisors may share information about financial products, but there is no pressure or obligation to purchase anything.

Is my information private?

Your session is confidential between you and the advisor. You only share what you are comfortable with, and Halfway does not store or access the details of your conversation.

How long is each session?

Sessions typically last 30 minutes and are conducted remotely by video or phone call.

Do both partners need to attend?

It is recommended so you build a shared understanding, but it is not mandatory. One partner can attend and share the insights afterwards.

Can free users book a session?

This benefit is currently exclusive to Premium members as part of the subscription.

Included with Premium

Talk it through with someone who does this for a living

Two complimentary thirty minute sessions, two per household, with a licensed financial professional from our partner firm, Amplify Financials. No obligation and nothing to buy.

Start Premium and book

What actually happens

Most people have never done this, and the phrase "financial advisor" does the idea no favours. Here is the whole thing.

Step 1
You pick a time
Book from inside Halfway once you are on Premium. Evenings and weekends included.
Step 2
Thirty minutes, by video or phone
Both of you can join, or just one. Bring two or three questions. No documents, no homework.
Step 3
You leave with a plan, not a pitch
Education first. Advisors may mention products; nobody is going to ask you to buy one.

Your session is confidential between you and the advisor. Halfway does not store or see what you discuss.

Meet the advisors

Halfway does not employ advisors and does not sell financial products. We partner with Amplify Financials, whose licensed professionals give Premium members two complimentary sessions. They are paid by their own firm, not by us and not by you.

Sudhir Sharma

Sudhir Sharma is a licensed Financial Services Professional with more than ten years of experience supporting businesses and individuals in achieving their financial goals through client-focused strategies and solutions. Committed to advancing financial empowerment, he emphasizes that financial literacy is fundamental to self-reliance and long-term success.

Couples Financial Planning

Goal Setting

Education First

Budgeting & Cash Flow

Ankur Bharucha

Ankur Bharucha is a dedicated Financial Professional focused on helping individuals, families, and business owners build, protect, and grow their financial future with confidence. With a client-first approach, Ankur specializes in creating customized strategies that emphasize capital protection, predictable growth, and long-term financial security. Through education-driven planning, Ankur empowers clients to make informed decisions, whether they are preparing for retirement, protecting income, or creating a legacy for the next generation.

Retirement Income Planning

Safe & Market-Protected Growth

Life Insurance & Income Protection

Tax-Advantaged Strategies

Sandip Bodalia

Sandip Bodalia is a financial professional rooted in the principles of personalized advice and tailored strategies. My mission is to empower financial futures by helping clients make confident, well-informed financial decisions. I work closely with businesses and families to build wealth, achieve long-term financial security, and protect the assets they have worked hard to accumulate. My clients include business owners, high-net-worth individuals, and families who value thoughtful guidance and deep financial expertise.

Tax-Efficient Strategies

Retirement Planning

Estate & Succession Planning

Life Insurance Solutions

Dennis Gandhi

Dennis Gandhi is a financial professional helping individuals, families, and business owners build, protect, and grow their wealth with confidence. I offer a comprehensive financial education program designed to equip individuals and families with the tools they need to make well-informed financial decisions. My goal is to guide you toward taking control of your financial future by simplifying financial management and empowering confident decision-making.

Financial Education

Wealth Building

Personal Finance

Family Financial Planning

Frequently Asked Questions

Yes, for Premium members. Two complimentary sessions are included with your subscription, two per household, shared between you and your partner rather than two each. There are no hidden fees, upsells, or additional costs for the sessions themselves.

These sessions are education-first, focused on giving you clarity and confidence about your financial situation. While advisors may share information about financial products or strategies that could benefit you, there is absolutely no pressure or obligation to purchase anything. Any product discussion is purely informational, and the decision is always yours.

Absolutely. Your session is confidential between you and the advisor. You only need to share what you're comfortable with, and Halfway does not store or access the specific details of your conversation.

Currently, this benefit is exclusive to Premium members as part of the subscription value. We occasionally open limited spots for the community, but the best way to guarantee your two sessions is to upgrade to Premium.

Sessions typically last 30 minutes. They are conducted remotely via video or phone call, making it easy to fit into your schedule whether you're at home or on a lunch break.

It's highly recommended for both partners to attend so you can build a shared understanding, but it's not mandatory. If only one of you can make it, you can still get valuable insights to share with your partner later.

You don't need to prepare formal documents. Just bring your top 2-3 financial questions or concerns. Having a rough idea of your monthly income and expenses is helpful but not required.

Yes. Sessions are provided by Amplify Financials, our partner firm. Their team are licensed financial professionals working with individuals, families and businesses across the country. You can read about them on their site before you book.

Ready to talk it through?

Premium covers both partners, and the sessions come with it.