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Step 1: Sign up or download the app

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Open an account in less than 2 minutes

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Step 2: Select your advisor

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Work 1:1 with our in house CERTIFIED FINANCIAL PLANNER ® professionals

Step 3: Select the plan that’s right for you

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For investing and complete planning

$125 per month

Step 4: Start investing and planning with your advisor

(Invest+ and Premium Advice+ plans only)

  • Infographic titled "Conservative Growth" describing portfolio focused on minimizing risk with 96% bonds and 4% U.S. stocks in ETFs. Designed for stability, it includes pie charts showing allocations in stocks, bonds, US corporate bonds, US government bonds, and alternatives.
  • Infographic titled 'Balanced Growth' featuring a portfolio allocation overview. Text explains the allocation of 60% to bonds and 40% to stocks in ETFs, suitable for moderate risk and consistent returns. Includes two pie charts showing distribution between stocks and bonds, with a color legend for U.S. Equity, Intl Equity, World Equity, US Corporate Bonds, US Government Bonds, and Alternatives.
  • Infographic titled "Moderate Growth" detailing a portfolio strategy with a 70% stocks and 30% bonds allocation. Accompanied by pie charts: one showing stocks and bonds distribution, the other detailing U.S. Equity, Intl Equity, World Equity, US Government Bonds, and Alternatives. Text explains the balance of risk and returns in ETFs, targeting higher growth with stability.
  • Infographic titled "Aggressive Growth" highlighting a portfolio strategy focused on maximum growth through 90% allocation in stocks and a small portion in bonds. Features two pie charts: one showing stock and bond distribution, and another displaying categories like U.S. Equity, Intl Equity, World Equity, US Government Bonds, and Alternatives.
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