Let's answer your question

Step-by-Step Explanation

​1. Click on Yes or No to answer a question

2. Need a hint, look for the map

3. Want to learn, look for the books

4. Not sure where you are, check "Your Responses"

5. Having second thoughts, use "Change Answer."

6. Review your personal result and action options 

7. Ready to act, click on provider logos to see offers

8. Prefer to wait, save your answer in your personal account (don't forget to set it up, its free) 

 

How do I start investing?

Your question:

I am a good saver, but my money is not growing in my savings account. I would like to start investing.  

 

Your response:

Yes. 

Do you have any debt? 

 

Yes. 

Your Responses

Is the interest you pay 8% or higher?

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Your Responses 

Yes. 

Yes. 

 

Your Responses

Do you have an Emergency Fund?

No.

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Your Responses

No.    

Your goal:

Earn the highest rate of interest rate

net (minus) of any fees  

Let's answer the key questions for investing:

 

Your Responses

Yes. 

Are you investing for a long-term goal?

Do you know how long you are investing for  you know your time horizon? 

Time Horizon

 

Your Responses 

Will you choose your own investments?

Your Responses 

Yes

 

Yes

 
 

Your Responses

No

Will you invest via a 
Robo-advisor or Auto-investing app ?

Robo Advisors & Auto-Apps  Comparison

What is a Robo Advisor?

What is micro-investing and auto-investing?

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Your Responses

No.

Yes.

 

Your Responses

No.

No.

Do you want your investments managed by an Advisor?  

Costs & Benefits of an 

Advisor & How to Choose

 

Your Responses 

Do you want to be a Socially Responsible investor? Should your investment support your social goals?

Achieve good returns + social good 

 

YOUR NEXT STEP

STEP 1: Get Ready to Invest  

1.    How much can you afford to invest?

- Budget, Debt, Savings, Invest  

2.    When & how often will your invest?

- Daily, Monthly, Annually, Specific date (when I get a raise, tax return)

3.    What type of investment (asset) is of interest?

- stocks, mutual funds, exchange traded funds, cryptocurrency, real estate, art 

4.    What are your key factor answers

- Time Horizon

- Risk-Reward Profile 

5.    How do you want to start investing?

✓ Do-it-Yourself

✓ Professional Investment Manager

✓ Online investing (computer)

✓ Auto-investing app (smartphone)  

      

STEP 2: Evaluate Options & Offers**  

* One click access coming soon *    

We are NOT compensated by providers 

Our only goal is to make things easier for you 

 

United States

Europe

 
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7.  Invest with your bank

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