What do you want to decide?

 

About Me:

 

I am a good saver, but my money is not growing in my savings account.  

How do I start investing?

Do you have any debt? 

 
 

Your Responses

Yes. 

Is the interest you pay 8% or higher?

 

Your Responses 

Yes. 

Yes. 

Would you like help balancing or consolidating your debt?

 

Your Responses

No.

Do you have an Emergency Fund?

 

Your Responses

No.    

No.    

Let's set up your Emergency Fund 

 

Your Responses

YES

YES

Do you want to chose your own  investments?

YES

       Do you want to invest with a          Robo-advisor or investing app?

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

Do you want your investments managed by an Advisor?

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