What do you want to know?

My Question is . . . 

I'm asking because . . .

 

Do you have any debt? 

 

Answers

No

Do you have an Emergency Fund?

 
 

Answers

Yes 

Is the interest you pay 8% or higher?

No

 

Answers

No

No

Let's set up your Emergency Fund 

 

Answers

No

Yes

Do you want to choose your own investments? 

 

When we launch, your personal journey will continue until you have all the knowledge you need to confidently decide and act.

Action Plan (sample)

  • Open account  

  • Determine goal amount

  • Review budget for funds 

Open

Brokerage Account 

  • Choose broker

  • Compare fees

  • Taxable or Retirement 

Reduce

Debt & Interest Cost

  • Prioritize debt

  • Contact lender for offer

  • Balance with investing

Explore

Sustainable Investing  

  • Identify your social goals

  • Find matching funds

  • Evaluate fees & returns

DecideGuide asks and answers the important questions you need 

to make the right decision for you.

Do you know your time horizon?

Do you participate in a savings or retirement plan at work? 

Do you want your investments to achieve a social or impact goal?