We’re building a web app where you can create and follow a plan to save for education.
Our web app will give you advice, so you can work at your own pace, without a traditional human advisor. With clear explanations, step-by-step instructions, and tech-powered investment analysis, you can learn, plan, and invest to meet your education goals.
The app helps you through every step.
How much to save, where to invest, and when to make adjustments.
We crunch the numbers and analyze a ton of data to help you estimate how much you might need to save. Our web app clearly explains available investments, estimates potential returns, and helps you create a portfolio designed to meet your goals and not stress you out.
The most important part of a plan is sticking to it.
Alerts and reminders will keep you on track.
The app periodically sends you instructions on what investments to buy and how much to invest, according to your plan and your portfolio. And you’ll probably be saving for ten years or more, so a lot can change. The web app also monitors market data on education costs and continually estimates your portfolio’s expected returns to notify you of any recommended updates to your plan.
You save and invest in your own accounts.
The app focuses on providing advice, so it doesn’t manage your money.
Some financial advisors want to manage as much of your money as they can. That’s because they can charge you higher fees if they manage more money. We only provide advice, so you put your money in whatever account works for you. The app gives you instructions on when and what to buy, but you’re in control.
Most “robo-advisors” don’t give you advice.
We’re ready for that to change.
Here’s the way most “advisory” apps work: you deposit money, they buy some funds, and that’s about it. Our web app puts advice first. It not only advises “what” to do, but also explains “why.” Since you’re in charge of building the plan and portfolio, it provides a ton of analysis and assesses your appetite for risk to give you the information you need to select the investments that are best for you.
It will help you become a smarter investor.
The web app makes investing concepts easy to understand.
We believe that when you understand how investing works, you’ll make better investing decisions. The app provides a library of educational materials to help you learn about planning for education costs. It also explains the investments available to you so you understand what they are and how they work.
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Contact Information
Address:
58 West Portal Ave #610, San Francisco, CA 94127
Phone:
415-991-0979
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