Get advice on saving for education. A plan, goals, and investments, designed for you.
We’ll talk with you and build a plan. We focus on advice. We don’t sell financial products and we don’t manage your money.
Get StartedWork with an advisor today, or learn about what we’re building.
Our advisors are ready to discuss your goals and create an investing plan to help you cover future education expenses.
In the future you’ll have the option to build and manage your own plan instead, using our web app.
Talk with an advisor who will build a plan just for you.
If you want a clear, easy to follow written plan, we’ll help you figure out how much you need for education, how much you should save, and investments that make sense for you.
A helpful advisor will discuss your goals and investment risk tolerance and provide you with a saving and investing plan.
The planning process
Build and follow your own plan from start to graduation.
Technology helps you do complicated things like file your taxes, even though you’re not an “expert.” We’re doing the same thing with financial planning for education.
Our web app will guide you step-by-step to build your investing plan for education costs and monitor your progress over time.
How it will workComing soon.
How does an advisor build your plan?
They work with you step by step.
Once you’re signed up as a client, your advisor will meet with you by phone or online to gather information. They might also ask for some follow-up information by email. Then they’ll get to work creating a written plan for you that includes:
- Estimates of how much you might need to spend on your future education costs
- Information about investments appropriate for your goals and for how you feel about investing risk
- Analysis of recommended investments, such as expected returns and volatility
- A target portfolio allocation of investments designed for you and your goals
- A saving and investment plan to help you make progress and stay on track to meet your goals
How will the web app work?
It will guide you through planning and throughout the years as you save.
We’re working hard on building the app right now. When it’s generally available, you can subscribe, build, and follow your education saving plan. The app will be your advisor to guide you as you build a plan and check in on your progress. There will be no humans involved, except for you!
Ready to get started?
If you want to start learning to plan and invest for your family’s education, we’re ready to help.
Get StartedContact Information
Address:
58 West Portal Ave #610, San Francisco, CA 94127
Phone:
415-991-0979
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