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Your Custom Action Plan

Is interest 8% or more?
My Action Plan

Action Plan 

Standard Subscription

01

Set up Emergency Fund

Step-by-Step Financial Help

02

Open Brokerage Account

Step-by-Step Financial Help

03

Choose Index Fund

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04

Enroll in Employer Pension Plan 

Step-by-Step Financial Help

Based on answers of:: ""No" to "Do you have an Emergency Fund?"  "Yes" to "Do you want to choose your investments?"  "Yes" to "Does your employer offer a 401(k) plan?"

Premium subscribers receive additional step-by-step guidance.  Premium Plus subscribers have access to virtual meetings. 

Do you have any debt?

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My Personal Action Plan
How do I Invest Smart

 

Knowledge + Action Achieves Goals 

Each time you use DecideGuide you experience a decision journey created just for you.

Your journey continues until you have the knowledge your need to decide and act confidently.

Your custom action plan is dynamically created as you journey so achieving goals can be easy and quick. Not ready to act, simply save your plan to your personal account for future easy access. 

Your free Action Plan highlights the steps you can take to achieve your objectives. 

Prefer a step-by-step plan and personal coaching? Simply subscribe to Premium.  

Your personal digital financial advisor

Put DecideGuide to work for you 

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Sign up
Action Plan
Choose your investments
Do you have an Emergency Fund?
Personal Journey
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