Our 5 Steps to Your First Financial Plan
we’re here to guide you on your journey!
Analyze Your Current Situation
Book a 1:1 onboarding session with founder Michael or a team member. Together, you'll define your financial goals and how to achieve them! Find an available slot in our calendar.
Build your investment knowledge
Sign up for one of our webinars and learn everything you need to know about investing – easily and at your own pace!
Get Ready
Our webinar prepares you perfectly to develop your strategy using our tools and templates. Don’t worry – we’re here to support you! For questions, email us or join our regular Q&A calls.
Your Strategy
With your preparation complete, you can now use our Robo-Advisor. It processes your information and creates a personalized strategy just for you. This ensures your success!
Help with strategy implementation
Our Robo-Advisor provides a clear plan and practical tips for implementation. No worries – we’ve mapped out the next steps for you! Just follow our checklist. Got questions? Email us anytime or join our Q&A calls. We’re here for you! Visit our webinar page here.
